What are the responsibilities and job description for the Commercial Lines Account Manager position at TJ Consulting Group?
Location: Multiple locations in FL (Hollywood/Hallandale Beach, Homestead, Coral Beach)
Job Description
We are seeking a Commercial Lines Account Manager to join our team. Candidate will be responsible for advising clients and managing complex commercial lines accounts. This role offers the perfect opportunity for a technical professional with real world experience in the insurance industry to grow their career in a fast paced, commercially oriented environment.
Responsibilities & Duties
Job Description
We are seeking a Commercial Lines Account Manager to join our team. Candidate will be responsible for advising clients and managing complex commercial lines accounts. This role offers the perfect opportunity for a technical professional with real world experience in the insurance industry to grow their career in a fast paced, commercially oriented environment.
Responsibilities & Duties
- Prequalify insurance prospects for insurability and quality of risk.
- Maintain knowledge of carrier and wholesaler appetites and make recommendations to during the marketing process.
- Design insurance programs and recommend coverages to clients based on risk characteristics.
- Submit complete and accurate insurance applications and related submission documentation to carriers.
- Assist in sales presentations to prospective and existing clients on new and renewal business.
- Explain coverage and exclusions to clients and document explanations in agency management system.
- Review existing accounts/policies at least annually to round out accounts and address any changes in exposure.
- Evaluate processes and procedures and recommend ways to gain efficiency and better serve our clients.
- 2 years of insurance industry and account executive experience.
- Strong skills in Microsoft Office suite: Excel, Word, Outlook, and PowerPoint.
- Excellent written and verbal communication skills.
- Valid Florida 2-20 license preferred but Property and Casualty license MUST HAVE
- Experience using Applied Epic is helpful.
- PTO
- Holiday Pay
- 401K with a 4% Match
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Group Life & AD&D
- Voluntary Life AD&D
- Short-term Disability
- Long-Term Disability
- Health Savings Account
- Flexible Spending Account (Health and Dependent)
- Critical Illness Insurance
- Accident Insurance
- Hospital Indemnity Insurance
- Employee Assistance Program (EAP)