Customer Service Account Manager-PL - AssuredPartners

The Customer Service Account Manager is responsible for account support at the direction of senior team members. Lake Mary location seeking an entry level Account Manager to provide customer service by handling the day-to-day operations of clients' insurance needs for the state of Florida and work with various team members to deliver proper insurance and risk management services for clients. Must have minimum one year of personal lines experience in a broker setting.  

The Ideal Candidate

• You have strong critical thinking skills and focus on accuracy
• You enjoy supporting a team and have strong customer service skills
• You have great communication skills (verbal & written)
• Bilingual - Spanish preferred

If this sounds like you, we invite you to keep reading and apply!

• Client Support
  • Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.
  • Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.
• Account Management
  • Maintains files with proper records according to company procedures. Follows company procedures to achieve positive audit results.
  • Ensures accuracy of account information for new and renewal policies in accordance with client requests, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies.
  • Reviews all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner.
  • Monitor renewal premium increases for remarketing based on the agency’s retention strategies.
  • Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
• Insurance Expertise
  • Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews quotes for gaps and assists with inquiries from the carrier.
  • Attend training and seek self-directed learning to continue education in industry and technical knowledge.
• Other duties as assigned.

We offer excellent benefits to include health, dental, vision, Employee Wellness Program, 401k Plan and more. We offer 10 paid holidays, plus 2 floating holidays per year to use at your discretion. Generous PTO Plan with increased accruals based on years of service. AssuredPartners philanthropic program provides 16 hours of paid time off per calendar year for those seeking to volunteer and give back to the community.

• Monday – Friday Schedule
• No nights, no weekends
• 10 Paid Holidays, plus 2 Floating Holidays, per year

• 1-3 years of Florida Personal Lines Broker experience and/or training 
• Florida Property and Casualty License (2044 or 220 required to work remotely 440 license must work on-site)
• Working knowledge of available state of Florida personal lines coverages based on business and industry
• Proficient in providing client service through electronic, telephone, and in-person interaction
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new
  systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation
  software
• Bilingual - Spanish preferred

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!