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

    Closson Insurance Agency
    Closson Insurance Agency Winter Park, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    We are seeking a highly skilled and motived Account Manager to assist our agents and clients. The book of business will have balance of Construction and Property type accounts. We offer a first-class, professional environment with a strong teamwork culture.

    Job Type: Full-time (Monday through Friday)

    Work Setting: Office / Remote 1 day a week

    Pay: $80,000 (average base salary / salary annual total, bonuses not included)

    Benefits:


    • 401(k) Matching


    • Health insurance


    • Life Insurance


    • Paid Time Off


    • Bonus opportunities

    Job Duties:

    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

    REQUIREMENTS for applicants:


    • 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

    Company DescriptionLocally owned insurance agency based in Winter Park, FL with a hard-working, ambitious and successful team. Our team has collectively over 100 years of experience which is rapidly growing our book of business. Agents are professional, impressively knowledgeable, accountable and approachable. As our book of business grows we are looking to grow our team with like-minded and dedicated team members.

    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.


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