Be an early applicantLess than 25 applicants

Overview

Company

Original Job Post

Acrisure · 4 days ago

Commercial Lines Account Manager

Tampa, FL

Full-time

Remote

Entry, Mid Level

2+ years exp

Wonder how qualified you are to the job?

Maximize your interview chances

Financial ServicesInsurance

Insider Connection @Acrisure

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Provides support to sales team 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.

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.

Determines reasons for requests for cancellations; acts to save accounts; notifies sales producer.

Works collaboratively with teammates to ensure exceptional client service.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Commercial Lines InsuranceConstruction IndustryMicrosoft Office SuiteExcelProblem-SolvingCollaborationCommunicationEPIC

Required

High School Diploma or the recognized equivalent is required.

Minimum 2+ years experience in the Commercial Lines insurance industry, specifically with construction industry clientele required.

Active State of Florida Property & Casualty Insurance License: 2-20 is required.

Ability to collaborate with diverse individuals — teammates and clients alike.

Exceptional verbal and written communication skills.

Solid proficiency with high-level knowledge of Microsoft Office Suite. You need to know how to work in all of the programs, but Excel is especially important.