Commercial Lines Account Manager (20438) job in Lighthouse Point

Questpro is partnered with a well-established and highly respected independent insurance agency that is adding a Commercial Account Manager to the team.

This position is fully in-office with some WFH flexibility - located at Lighthouse Point, FL near Boca Raton.

*Relocation assistance available!*

Competitive salary!

Highly collaborative, warm, friendly team and management!

Lots of growth opportunities!

19 days of PTO!

Agency contributes $520/month towards employee health plan!

Responsibilities:

Supporting the Producers in developing new business opportunities for existing client prospects ;

Initiating the renewal process for existing clients, and discussing and creating renewal strategy with Producer

Analyzes and compares current exposures and develops renewal or new business specifications for marketing ;

Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy ;

Reviews and summarizes marketing results and prepares proposals ;

Finalizes proposals and presentations in coordination with Producer ;

Binds insurance coverage and prepares binders and/or delegate issuance of certificates

Reviews policies for accuracy and review contracts ;

Reviews client accounting history, responds to accounting inquiries, corrects discrepencies, and contacts clients on receivable collections ;

Participates in the claims process including claim submission, which includes policy verification, making preliminary or tentative determinations of coverage for the purpose of payment and permanent record-keeping, follow-up and overall communication

Provides technical guidance to staff assisting with client needs or procedural issues ;

Fields phone calls from clients and companies regarding insurance, claims, or administrative problems and comply with the request and/or refer to the producer only when necessary.

Maintains a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.

Maintains all client activity in the agency automation system. Maintain files in an orderly, up-to-date manner.

Is familiar with and follows agency E & O guidelines.

Prioritizes workload and/or requests assistance as required.

Assume other job responsibilities as assigned by department manager.

Desired Qualifications:

5+ years’ experience in commercial insurance with a focus on construction, is preferred

Active Florida 2-20 license

Preferably an Insurance Designation (CIC, CISR) but not mandatory

Strong technical knowledge of commercial insurance products

Must be a self-starter, imaginative and creative with excellent communication skills both verbal and written. Should have thorough understanding of commercial lines underwriting and coverages.

Reliable and punctual

Detail-oriented

3 references from prior employers/direct reports or insurance carrier representatives

Experience with Sagitta preferred but not required

Ability to work a regular, full-time work schedule at Lighthouse Point office