PERSONAL LINES ASSISTANT ACCOUNT MANAGER

At Heidrick & Co. Insurance, our focus is on property and casualty coverages in the SW Florida area.

We endeavor to create long-term relationships with our clients. Much of our success is attributed to providing super-outstanding client support from a prospect's first contact with our agency through the duration of their insurance needs.

This dedication has led to our high year-over-year premium retention rates.

We are seeking a full-time, experienced Client Support Representative (CSR) who is committed to our mission of providing white-glove client support, going above and beyond when necessary.

This position is an integral member of a three-person, personal lines team. This team's book of business is comprised of many high net worth and multi-location risks.

Please note this is a hybrid office / work-from-home position. Candidates must be willing to commit to a schedule in which he / she works among our Sanibel office, Fort Myers office and home.

A full-time, in-office schedule will be required, during the initial training phase.

Should you apply? This is not a position for an "order taker." Instead, we are looking for someone who truly enjoys day-to-day involvement with clients, management and other team members.

If you tend to over-rely on email and resist talking to clients on the phone, please do not apply. If this is not you, please read on.

Are you reliable and dependable? Are you organized and detail-oriented? Do you possess a can-do attitude? Do you appreciate constructive criticism as a way to help you grow and develop skills?

If you answered yes to all of these questions, we want to talk to you!

Are you looking for growth opportunities? Our agency is on a prescribed growth path. We extensively train each member to master the skills needed in each position.

We promote within whenever possible. If you put in the work necessary, you can GROW with our agency!

How about benefits? We provide a top-notch benefit package, including generous PTO, paid health insurance (for the employee), a matching 401(K) program, toll reimbursement, required CE tuition and more.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Vision Insurance

Dental Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Paid Sanibel Causeway Tolls

Matching 401(k)

Hybrid Work Schedule

Work from Home

Flexible Schedule

Health Insurance

Life Insurance

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide prompt, accurate and courteous service to our prospects and clients.
• Assist clients with policy / coverage questions and assist with payments when needed.
• Process policy changes for all lines of business.
• Work with clients to ensure compliance with underwriting issues that arise after inspections.
• Renew policy lines, retrieve, review and attach policies, endorsements, etc. in our agency management system.

Requirement

REQUIRED SKILLS AND EXPERIENCE

License :

2-20 FL General Lines License

• Note : Candidates with 20-44 or 4-40 licenses will be considered if :
• All other required qualifications are met.
• He / She is willing to obtain a 2-20 license.

Experience :

• A minimum three years experience in a busy retail agency.
• Significant experience using a robust agency management system. Vertafores AMS360 product is ideal, but not required.
• Coastal insurance knowledge, including a thorough understanding of four-point and wind-mitigations inspection report features is ideal.
• Superior knowledge of property and casualty insurance coverages, including home, condo, flood, wind, auto, umbrella, watercraft, personal articles, etc.

Communication Skills :

• Positive, can-do attitude.
• Strong oral and written communication skills
• Highly effective listening skills

Reasoning Ability :

• Strong, independent problem-solving skills.
• Ability to remain organized and detail-oriented.
• Ability to manage multiple tasks with frequent interruptions.

Computer Skills : .

• Proficiency with Microsoft Office products, particularly Word, Outlook and Excel.
• Proficient with Google Chrome and other Internet browsers.
• Ability to scan, attach and upload files / photos.
• Accurate and fast data entry skills.
19 days ago