Job description

Commercial Lines Account Manager - Remote for Florida Residents ONLY Summary: Established agency seeking to hire a Remote Commercial Lines Account Manager with experience working with large, complex commercial accounts. Job Duties: • Full Knowledge of insurance products and usages • Ability to advise and consult with clients re: their insurance coverages. • Manage workflow of assigned book of business and delegate workflow • Maintain accounts in accordance with organizational guidelines. • Service and monitor account activity. • Call existing insured to complement or “round out” accounts. • Work strategically with sales staff to optimize relationships and protect client’s business. • Perform special projects as directed by the VP, Commercial Lines. • Review policies and coverage for accuracy and rating calculations. • Process endorsements, placement requests and invoicing. • Complete and prepare certificates, proposals, policy summaries and reviews. • Develop and maintain excellent relationships with partners, carriers, and vendors. • Responsible for marketing process & quoting new and renewal business. Qualifications: • 6+ Years working with large market accounts in agency or broker environment with Florida market experience. • Active 2-20 license. • Ability to multitask. • Experienced with Epic agency management system strongly preferred. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #LI-DR1 #LI-KL1 #INDTJG-ST

Requirements

Must-haves

Commercial Lines Account Manager - Remote for Florida Residents ONLY
Established agency seeking to hire a Remote Commercial Lines Account Manager with experience working with large, complex commercial accounts.
Full Knowledge of insurance products and usages
Ability to advise and consult with clients re: their insurance coverages.
Manage workflow of assigned book of business and delegate workflow
Maintain accounts in accordance with organizational guidelines.
Service and monitor account activity.
Call existing insured to complement or “round out” accounts.
Work strategically with sales staff to optimize relationships and protect client’s business.
Perform special projects as directed by the VP, Commercial Lines.
Review policies and coverage for accuracy and rating calculations.
Process endorsements, placement requests and invoicing.
Complete and prepare certificates, proposals, policy summaries and reviews.
Develop and maintain excellent relationships with partners, carriers, and vendors.
Responsible for marketing process & quoting new and renewal business.
6+ Years working with large market accounts in agency or broker environment with Florida market experience.
Active 2-20 license.
Ability to multitask.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

Nice-to-haves

Experienced with Epic agency management system strongly preferred.

Application prep

Use the role’s language and application details while tailoring your materials.

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