5 дней назад
Commercial Lines Account Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Lines Account Manager (Fintech): Managing policy maintenance, client service, renewals, claims, and insurance programs for a commercial book of condominium and HOA accounts with an accent on client retention, coverage analysis, and risk management. Focus on marketing and quoting policies, solving complex account issues, coordinating carriers and advisors, and mentoring junior commercial-lines staff.
Location: On-site in Tampa, Florida, United States
Company
is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related solutions.
What you will do
- Manage policy maintenance and day-to-day service for a commercial book of condominium and HOA accounts.
- Build client relationships, support retention and renewal goals, and identify opportunities to expand coverage.
- Review client exposures and insurance programs with client advisors and evaluate carrier fit based on coverage, protection, and cost.
- Market, quote, and prepare insurance proposals while coordinating with clients, advisors, and carrier representatives.
- Handle initial claims reporting, follow up on claim progress, monitor carrier activities, and complete account reviews.
- Coach and mentor junior commercial-lines employees and support team meetings and initiatives.
Requirements
- Bachelor’s degree and/or at least 5 years of commercial insurance experience, or a recognized equivalent.
- Strong written and verbal communication, accounting or math skills, critical thinking, problem-solving ability, and attention to detail.
- Ability to adapt to changing priorities and work independently and collaboratively in a fast-paced environment.
- Advanced proficiency with technology, including Microsoft Office; knowledge of agency management systems is required, with Applied Epic considered a plus.
- Ability to meet continuing education requirements for agent licensing and professional designations.
- Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Culture & Benefits
- Health, dental, vision, life, disability, fertility, and wellness benefits.
- Paid time off, holidays, sick time, employee assistance support, and a Calm app subscription.
- 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
- Paid maternity and paternity leave, including for adoptive parents, plus legal plan and pet insurance options.
- Entrepreneurial environment emphasizing leadership, accountability, collaboration, and community impact.
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