6 дней назад
Account Manager, Commercial Lines
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager, Commercial Lines (Commercial Insurance): Managing policy maintenance, client service, renewals, claims, and insurance programs for a book of condominium and HOA accounts with an accent on client retention, coverage analysis, and risk management. Focus on marketing and quoting policies, solving client coverage issues, rounding out insurance portfolios, and coaching junior commercial lines staff.
Location: On-site in Leesburg, Florida, United States
Company
is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related services.
What you will do
- Manage policy maintenance and day-to-day service for an assigned book of condominium and HOA accounts.
- Build client relationships, support client advisors, and contribute to retention and renewal goals.
- Review exposures and insurance programs, evaluate carrier fit, and help market, quote, and prepare client proposals.
- Handle initial claims reports, monitor claim progress, and follow up on carrier activities such as endorsements and claims.
- Identify opportunities to round out customers’ commercial and personal insurance portfolios and generate referrals.
- Coach junior commercial lines staff and support team meetings and initiatives.
Requirements
- Bachelor’s degree and/or 5+ years of commercial insurance experience, or a recognized equivalent.
- Strong verbal and written communication skills, including accurate grammar, spelling, and punctuation.
- Strong accounting or mathematical skills, critical thinking, problem-solving ability, and attention to detail.
- Advanced proficiency with technology, including Microsoft Office; familiarity with agency management systems is required.
- Ability to work independently and collaboratively in a fast-paced environment and adapt to changing priorities.
- Compliance with continuing education requirements for agent licensing and professional designations.
Culture & Benefits
- On-site collaboration with opportunities to support team leadership and cross-functional partnerships.
- Medical, dental, vision, life, and disability insurance, plus fertility and wellness benefits.
- Paid time off, holidays, paid sick time, an Employee Assistance Program, 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.
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