Commercial Lines Account Manager Insurance - Winter Park, United States - Closson Insurance Agency

    Closson Insurance Agency
    Closson Insurance Agency Winter Park, United States

    1 month ago

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    Description

    Job Description

    Job Description

    WE 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

    Company DescriptionLocally owned - located in Winter Park. We a hard-working, growing agency. Our team has collectively over 100 years of experience. Agents are very knowledgeable and kind. We are looking to add the right person to the team.

    Company Description

    Locally owned - located in Winter Park. We a hard-working, growing agency. Our team has collectively over 100 years of experience. Agents are very knowledgeable and kind. We are looking to add the right person to the team.