This role is 100% onsite in Miami, FL or Hallandale Beach, FL and P&C insurance experience is required.
Our client is an insurance firm that was founded 40+ years ago and based out of South Florida with four locations along the east coast. If you are interested in Commercial Lines, our client is also looking to hire a Commercial Lines Account Manager for either location.
Job Overview:
We are seeking an experienced Personal Lines Account Manager to handle daily new business, renewals, and customer service for our Personal Lines business. Positions are open in our Hallandale Beach (FL) & Miami (FL) offices.
Responsibilities & Duties:
- Prequalify insurance prospects for insurability and quality of risk.
- Maintain knowledge of carrier and wholesaler appetites and make recommendations 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.
Qualifications:
- 2+ years of experience in Insurance account management.
- Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint.
- Excellent written and verbal communication skills.
- Valid Property & Casualty license.
- Knowledge of Applied Epic agency management system is very helpful
Job Types: Full-time, Permanent
Pay: $55,000.00 - $80,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Supplemental pay types:
Weekly day range:
Work setting:
License/Certification:
- Insurance License (Required)
Work Location: In person