P&C Commercial Account Manager-Coastal Florida - DES Growth Partners, Inc.
Sarasota, FL 34243
About the Job
Job Description
Our client is growing! They are looking for an Account Manager to join their team-oriented, fun, and positive work environment. They win long-term, quality clients by retaining happy, long-term employees that feel supported by the company. Preferred location is Sarasota, FL, but will consider other Florida locations.
ROLE AND RESPONSIBILITIES
Customer Service/Account Management handling service for primarily a renewal book of clients. Clients range
in premium size from $2,500 to $1,000,000. Job duties include:
- Service an assigned existing book of business
- Work closely with Senior Account Manager (AM) to assist with completion and submission of applications and supplemental forms for new business.
- Request Loss Run reports and conduct analysis when needed.
- Request and organize quotes from various carrier online platforms for new business and renewals.
- Prepare new business, renewal, and rewrite proposals for Senior AM and provide input on coverage.
- Facilitate the signature process, bind policies, and set up accounts in Applied Epic.
- Assist clients with service requests including, but not limited to certificates of insurance, policy changes, endorsements, and claims when necessary.
- Establish and maintain relationships with carriers and underwriters.
- Process and review Audits on behalf of the clients
- Maintain a high degree of industry and market expertise.
- Handle all clients and accounts with attention to detail and care to ensure no liability associated with errors and omissions occur.
- Seek to improve individual and team performance by identifying and communicating best practices.
- Exercise discretion and judgement while ensuring proper handling of all clients and accounts.
- Perform other duties assigned by management.
COMPENSATION AND BENEFITS
- Total Compensation: $50,000-$65,000+*
- Bonuses potentially based on experience*
- Paid time off for holidays, vacations, and sick time
- 401(k) matching
- Medical, dental, vision insurance (employee’s medical coverage paid at 100%)
- Short-term disability and group life options
- Access to legal and financial resources
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- An active 2-20 license**
- Remain current on all continuing education (CE) requirements to maintain license.
- 2+ years commercial lines Account Management experience**
- Property and flood insurance knowledge is a plus
- PC proficiency, including MS Office (Excel, Word, PowerPoint and Outlook)
- High School Diploma (or equivalent)
PREFERRED SKILLS
- Ability to work independently and with a team.
- Excellent analytical and decision-making skills
- Ability to exercise independent judgment while knowing when to escalate a case or concern.
- Strong ability to multi-task, prioritize, and organize tasks.
- Knowledge of Applied Epic system.
- Proven top-notch customer service skills.
- Clear and concise written and verbal communication skills
- Highly organized and detail-oriented
ADDITIONAL NOTES
This is a permanent, full-time, in-office position with the opportunity to move to a hybrid or remote role.
*Pay is based on experience and the size of the book to be managed. Bonuses are dependent on the size of the
book under management after 6-12 months of hire, based on performance.
**2-3 years or more of commercial lines experience is preferred. Our top priority is to find the right
person for our client’s business & culture: someone who wants to contribute; be part of an amazing team; and establish and grow a career.