Suncoast Credit Union · 3 days ago

Commercial Lines Account Manager

Tampa, FL

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Serves as a 2-20 Licensed Account Manager for Members Insurance Center, Commercial Lines Division.

Responsible for managing new business and policy renewal process independently or in conjunction with Insurance Consultant or BDO.

Identifies insurance needs to resolve routine problems and recommend coverage enhancements and perform account rounding by cross-selling additional product lines.

Consistently meet performance and production goals as directed by management while maintaining quality business.

Maintain relationship with Clients and assists with insurance servicing needs. Responsible for strategic coordination and execution of day-to-day administrative and customer service activities for assigned book of business.

Responds to all policy correspondence from insurance company and insureds. Data entry in to Agency Management System and keeping accurate records of all insurance inquiries, questions, policies, etc.

Acts within the Agency Policy & Procedure and Underwriting Guidelines of the represented companies to minimize errors and omissions.

Management and execution of customer service, account management, risk management and value-added service, including but not limited to account activity, policy administration, billing, claims assistance, coverage analysis, review and complete applications, review policy coverages and endorsements, identify errors and complete certificate of insurance requests.

Assists with CUSO relationships by providing exceptional personal service for their own commercial needs and those of their employees.

Acts in a cooperative and joint fashion with all Credit Union business units including Suncoast Business Services, Suncoast Trust and Investments, Suncoast Service Centers, and Suncoast Mortgage Loan Officer’s.

Ensures that the confidentiality of all information and transactions regarding the Credit Union/Agency, and its members and its employees are held to the highest level of business ethics.

Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.

Qualification

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Commercial Lines Account ManagementGeneral Lines Property & Casualty licenseInsurance Market knowledgeACCORD forms knowledgeRegulatory compliance knowledgeDegree in business