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Commercial Lines Account Manager / CSR

Commercial Lines Account Manager / CSR

ZipRecruiterFort Myers, FL, US
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Overview

Heidrick & Co. Insurance is a locally owned, independent P&C agency with offices in Sanibel and Fort Myers. This full-time, local position is based between our Sanibel and Fort Myers offices, with the possibility of working from home on scheduled days after successful training. Advancement opportunities are available for candidates seeking a long-term career. If you enjoy building long-term client relationships that result in high retention and referrals, this role is an excellent fit.

Benefits

  • Annual Base Salary + Bonus Opportunities
  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Insurance
  • Mon-Fri Schedule
  • Hands on Training
  • Career Growth Opportunities
  • Sanibel Causeway Tolls
  • Retirement Plan

Responsibilities

  • Key responsibilities include renewal reviews, remarketing efforts, account rounding and policy service for a growing commercial book of business.
  • Prepare ACORD applications / submissions, update policy details in the agency management system, create invoices, set up premium finance agreements and assist with billing and much more.

    • Are you...

  • a self-starter who embraces new challenges, seeks to deepen your knowledge of Florida insurance and has a genuine passion for helping clients through education and informed coverage choices?
  • an organized planner who understands the critical role of accurate documentation and adheres to company policies and processes without exception?
  • an adaptable professional capable of working effectively as part of a team or independently, with a strong sense of accountability and adaptability?
  • a prompt and reliable communicator who prioritizes timely responses to client needs?
  • a problem-solver who doesn't hide behind email and picks up the phone to drive results?
  • a supporter willing to go beyond your role to assist other team members when urgency arises?

    • Requirements

  • Minimum 3-5 years experience in a busy, retail agency.
  • Florida 2-20 General Lines agent license required. A 4-40 license may be considered with a commitment to obtain a 2-20.
  • Experience with Vertafore AMS360 ideal, but experience with any agency management or CRM system considered.
  • Strong working knowledge of ACORD applications and carrier supplementals.
  • Excellent organizational and time management skills.
  • Proficiency with Microsoft Office products, particularly Teams, Word, Outlook and Excel.

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    Commercial Account • Fort Myers, FL, US

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