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Fort Myers

    Account Manager - Fort Myers, United States - Brown & Brown

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    Description
    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers

    Primary Objectives & Summary:
    The Commercial Lines Account Manager is responsible for servicing new and existing clients and helping to maintain positive client relationships for Commercial Lines accounts, providing high quality of service with a focus on the profitability of the business to the agency

    Qualifications:
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


    Essential Duties include the following:
    Review renewal list of policies expiring in the prescribed time frames to determine appropriate actionsRate and prepare quotations when necessaryPrepare Proposals for presentation by producersMail binders and ID cards to insuredsMail, fax or email application to company and suspend for receipt of policyHandle client telephone and mail requests for information, endorsements, cancellations, and other services as requiredRequest endorsements as requiredAssist with accounts receivable controlDocument all conversations with insured and/or other interested partiesComplete policy rewrites when necessaryHave knowledge and abide by the underwriting guidelines and binding authority guidelines of each companySend Insurance Coverage Review form or Small Business Questionnaire to be insured with letter as required and attach in Image RightMaintain and update the AMS 360 database timely and accuratelyInform company and client of errors in policies or endorsementsMaintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limitsMaintain current state licenseAttend appropriate classes and seminarsSit for examinations as requiredSetup and maintain agency files as requiredEnsure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally performedPerform other assignments or duties as required

    Job Requirements:

    Florida 2-20 Property & Casualty license Knowledge of customer service functions such as rating, marketing, claims handling and coverage informationStrong commitment to service for the agency's clientsEffective written and verbal communications skillsEffective and efficient use of computer and related equipmentGood organizational skills, attention to detail and ability to respond to requests effectively and efficientlyIndustry designations are promoted and funded by the agency#LI-AK1We are an Equal Opportunity Employer.

    We take pride in the diversity of our team and seek diversity in our applicants.

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