Job description
TempExperts is currently seeking a
Commercial Lines Account Manager in your local area.
Essential Duties and Responsibilities:
Essential Duties and Responsibilities:
- Provides support to sales producers in developing new business opportunities for existing clients and prospects, analyzing client needs, coverage forms and quotations.
- Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures.
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
- Reviews and summarizes marketing results and prepares proposals; Finalizes proposals and presentations in coordination with producers.
- Binds insurance coverage and prepares binders and or delegates certificates issuance.
- Reviews policies for accuracy and reviews contracts.
- Prepares summaries and/or schedules of coverage for clients.
- Schedules appointments with clients as requested by sales producers.
- Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers.
- Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers.
- Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
- Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Prepares summaries of insurance, schedules and proposals for clients and prospects when needed.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verifies policy and policy change information, facilitating corrections when necessary.
- Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High School Diploma or the recognized equivalent is required.
- Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required.
- State of Florida 2-20 or 4-40 Insurance License, required.
- Bi-lingual (Spanish and English) preferred but not required.
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Outlook)
- AMS360 Agency Management experience preferred but not required. Other Qualifications:
- Able to work independently and enjoy a high degree of interaction with team members.
- Self-motivated and driven.
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
- Demonstrates excellent time management and prioritization skills.
- Attention to detail and commitment to a high level of accuracy.
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
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