CL Account Manager - Suncoast Credit Union

Compensation: $21.63 to $26.45 /hour

Location Type: Remote

Position Ty:pe: Full Time 

Schedule:  8:00 - 5:00

Serves as a Commercial Lines Account Manager for Members Insurance Center. Works directly with an assigned Insurance Consultant or Business Development Officer (BDO) and manages the Agents book of business by maintaining account retention and providing new business support.

• Serves as a 2-20 Licensed Account Manager for Members Insurance Center, Commercial Lines Division.
• Responsible for managing new business and policy renewal process independently or in conjunction with Insurance Consultant or BDO.
• Identifies insurance needs to resolve routine problems and recommend coverage enhancements and perform account rounding by cross-selling additional product lines.
• Consistently meet performance and production goals as directed by management while maintaining quality business.
• Maintain relationship with Clients and assists with insurance servicing needs. Responsible for strategic coordination and execution of day-to-day administrative and customer service activities for assigned book of business.
• Responds to all policy correspondence from insurance company and insureds. Data entry in to Agency Management System and keeping accurate records of all insurance inquiries, questions, policies, etc.
• Acts within the Agency Policy & Procedure and Underwriting Guidelines of the represented companies to minimize errors and omissions.
• Management and execution of customer service, account management, risk management and value-added service, including but not limited to account activity, policy administration, billing, claims assistance, coverage analysis, review and complete applications, review policy coverages and endorsements, identify errors and complete certificate of insurance requests.
• Assists with CUSO relationships by providing exceptional personal service for their own commercial needs and those of their employees.
• Acts in a cooperative and joint fashion with all Credit Union business units including Suncoast Business Services, Suncoast Trust and Investments, Suncoast Service Centers, and Suncoast Mortgage Loan Officer’s.
• Ensures that the confidentiality of all information and transactions regarding the Credit Union/Agency, and its members and its employees are held to the highest level of business ethics.
• Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.

• Bachelor’s degree in a business-related field. (A comparable combination of work experience and training may be substituted for education requirements.)
• Minimum 2 years' experience as a commercial lines CSR/Account Manager, preferably at an Independent Agency.
• Active General Lines Property & Casualty license – (2-20) and continuing education requirements must be maintained.
• Sufficient knowledge of understanding of the Florida Insurance Market including product offerings, carrier availability and industry guidelines.
• Possesses a thorough understanding of commercial servicing and provide solutions to business owners. Exercise critical thinking in taking the next step to determine what is in the best interest of the client, carrier partner and MIC.
• Excellent organization, prioritization, analytical, and problem solving skills. Accurate, detail-oriented, and organized.
• Excellent knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
• Good knowledge and understanding of Agency products, services, policies, and procedures pertinent to the job.
• Advanced knowledge of ACCORD forms.
• Must exercise sound judgment and independent discretion in all areas of responsibility outlined above.
• Work is supervised through AMS tracking and performance reports.
• Must be able to maintain a high level of confidentiality.
• Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to analyze and resolve routine problems and situations.
• Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to explain fact, policies, and practices.
• Work is closely supervised.

Benefits

• Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview 

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/