Hybrid Commercial Lines Account Manager - Small Business

Overview :

We have partnered with one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

With over 18,000 employees in 500+ offices throughout North America, they have grown substantially, in part due to their industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU :

We believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer :

• Competitive salaries and benefits offerings
• Medical / dental / vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work / life balance, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - We are constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement!

SUMMARY :

The Select Commercial Account Manager is responsible for assisting Producers and other Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

This role reports in-office Mon / Wed / Fri, we have offices all over Florida!!

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to :

• Quoting
• Applications
• Invoicing
• Policies
• Certificates of Insurance & Evidence of Property Insurance
• Endorsements
• Proposals for Renewal Accounts
• Change Requests
• Audits
• Annual Review Preparation
• Cancellations
• Prepares quotes, invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
• Reviews and processes change requests in the agency management system
• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
• Provides quality customer service to clients, team members, and carriers
• Reviews policies and endorsements for completeness and accuracy
• Prepares policies for delivery to clients
• Communicates with company personnel regarding the clients needs and / or issues
• Maintains an accurate suspense system on all items that require a response
• Responds to customer inquiries
• Orders Marshall Swift and other insurance underwriting reports
• Input / maintain data on account management system and ancillary systems as required
• Other reasonable duties as assigned by your supervisor

WORK EXPERIENCE REQUIREMENTS :

• At least three years of demonstrated proficiency in Select business account management required
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Ability to exercise independent judgment
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• EPIC Agency Management System experience preferred but not required

Licensing or Certification Requirements :

• FL 2-20 P&C License
• Current with all necessary CE credits in required lines and states
• Professional designation highly desirable (CIC, AAI, ARM)

Required Experience : 2-5 years of relevant experience

Required Travel : No Travel Required

Required Education : High school or equivalent