Commercial Lines Account Manager Insurance - Winter Park, United States - Closson Insurance Agency
1 month ago
Description
Job Description
Job DescriptionWE ARE A RAPIDLY GROWING AGENCY WITH A TEAM OF EXPERIENCED, DEDICATED PEOPLE WHO HAVE WORKED TOGETHER FOR MANY YEARS . WE ENJOY GREAT, LONG TERM RELATIONSHIPS WITH EACH OTHER, OUR CLIENTS AND OUR UNDERWRITERS.
WE ARE LOOKING FOR ANOTHER EXPERIENCED PERSON WITH A STRONG DESIRE FOR EXCELLENCE TO JOIN US
KNOWLEDGE & EXPERIENCE. IT MATTERS OUR STANDARDS ARE HIGH AND SO ARE THE REWARDS.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to:
• Review & import producer's application into AMS360
• Market new and renewal business, review quotes & prepare a proposal
• Prepare forms for binding, invoices, financing, ID cards, binders, and other items as required to binding coverage or service the account
• Prepares policies for delivery to clients
• Request and process endorsements, audits, inspection correspondence, etc.
• Responds to client inquiries
• Communicates with company personnel regarding the client's needs and/or issues
• Input/maintain data on account management system and ancillary systems as required
• Provides quality customer service to clients, team members, and carriers WORK EXPERIENCE REQUIREMENTS (Please note that this is an in-office position)
• Minimum three (3) years of demonstrated proficiency in Commercial P&C Insurance
• Florida 440 License Required, Florida 220 License Preferred
• AMS360 Agency Management System experience preferred but not required
•Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Strong data entry skills
• Ability to exercise independent judgment
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization Job Type: Full-time Pay: $60, $67,000.00 per year Benefits:
• 401(k) matching
• Health insurance
• Paid time off Supplemental pay types:
• Bonus opportunities
Weekly day range:
• Monday to Friday Work setting:
• In-person
• Office Experience:
• COMMERCIAL ACCT MGR INSURANCE at an INDEPENDENT AGENCY: 3 years (Required) Work Location: In person