Commercial Insurance Account Manager

The firm is seeking an experienced Commercial Lines Account Manager. The successful candidate will be responsible for maintaining solid customer relationships by handling client inquiries and concerns with speed and professionalism. The candidate will interact daily with clients and insurance carriers. 

The ideal candidate will have insurance industry experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem solving skills.

The candidate must:

• Provide servicing to existing clients related to updating policies, providing, quotes, taking payments, answering questions and providing documentation
• Set appointments and/or client calls to support producer, discuss existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals
• Work with new clients or support producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary
• Collaborate with team members, provide expertise, answer questions, and participate in meetings as needed
• Participate in agency marketing activities, meet with carriers, attend CE sessions and other agency functions
• Attend sales and marketing events as work schedule allows. Events may be during morning, evening, or weekend hours.
• Perform administrative duties as needed such as answering phones, opening mail, and greeting visitors

Requirements:

• Hold a 2-20 or 4-40 Florida state insurance license and have a minimum of two years commercial lines insurance account management experience
• Have a Bachelor’s Degree or comparable work experience
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospects
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills
• Possess excellent math and reading skills to accurately perform simple calculations
• Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision
• Have a strong sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
• Have excellent time management skills with a personal accountability mindset
• Have technology and computer proficiency, including agency management systems

Please email resume and cover letter to info@biscaynerisk.com. We ask that you do not call the office to discuss the opening.