- New business quoting, proposal, sales, and development
- Account rounding and retention of existing clients
- Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
- Collects and analyzes client information
- Regularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions
- Participates in marketing and sales meetings
- Manages and retains existing book of business
- Reviews and processes old and new renewals, new policies, and policy changes
- Handles questions, researches, and resolves problems
- Adheres to agency customer service standards
- Regularly exercises discretion and independent judgment on accounts including but not limited to interviewing clients
- Collects and analyzes information regarding the client and assisting in product determinations
- Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
- Reviews processed policies as needed
- Performs other duties as are required to establish, service, and maintain accounts
- Excellent client service skills to assist in retaining, developing, and growing a client base.
- High competence with computers, programs, and software through the entire client life cycle.
- Highly professional and self-motivated.
- Excellent Communication/interpersonal skills
- Minimum 3+ years insurance experience preferred
- Must possess state required 4-40, 2044 or 2-20 insurance license
- High School diploma or equivalent
- Some college helpful
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Flood Pros USA Sarasota, United StatesJob Summary: · **Duties**: · - Manage all aspects of office operations, including administrative tasks, scheduling, and record keeping · - Handle payroll processing and ensure accurate and timely payment to employees · - Perform technical accounting duties such as general ledger ...
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IT Network Solutions Group Sarasota, United StatesResponsibilities: · 1. **Office Administration and Management**: · - Manage the day-to-day operations of the CEO's office. · - Maintain an organized and efficient office environment. · - Coordinate meetings, appointments, and travel arrangements. · 2. **Equipment Sales and Procur ...
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SEE Eyewear Sarasota, United StatesSEE Eyewear is dedicated to uncovering hidden gems-and not just within our product assortment. We believe · recruiting top talent and cultivating a unique, sophisticated and diverse group of experts from our associates and · opticians to our Field Leaders. SEE's collection is an ...
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Sarasota Luxury Custom Homebuilder Sarasota, United StatesDynamic custom luxury homebuilder in Sarasota, Florida is seeking an experienced all-rounder to act as a Construction Operations Administrator and Client Concierge. This position serves as the critical point of contact for clients through the design, permitting, construction and ...
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Afterschool Childcare Director
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Regional Manager
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Development Coordinator
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Business Development Representative
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Regional Home Health Quality
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Personal Lines Account Manager - Sarasota, United States - Acentria Insurance
Description
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their Acentria team in Sarasota, FL.
Job Summary:
The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the client. The Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to coverage.
Essential Functions:
Competencies & Qualifications:
Education & Experience:
Why settle for less, come work for the best
As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.