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Keen Battle Mead & Company · 1 day ago

P&C Commercial Lines Account Manager

Hialeah, FL

Full-time

Onsite

Senior Level

7+ years exp

Keen Battle Mead & Company is seeking a P&C Commercial Lines Account Manager responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales. The role involves overall commercial account maintenance, marketing of accounts, and ensuring excellent client service.

Commercial InsuranceEmployee BenefitsInsurance

Responsibilities

Individual should be able to handle overall commercial account maintenance including marketing of accounts, maintain accounts organized and up to date with upcoming renewals and daily account and client service. Capable to cross sell and account develop existing line of coverage to protect the agency and customer

Rate accounts online

Complete supplemental applications

Prepare underwriting documents such as SOV, cost estimators and spreadsheets

Execute and manager outstanding orders including invoicing, endorsements, etc

Review client audits, verify and facilitate corrections as needed

Create proposals and master certificates

Review the daily "TO Do's" in Worksmart and AMS

Qualification

Insurance license (220)Commercial lines experienceInsurance product knowledgeAMS 360 experienceWorksmart experienceTeam environmentCustomer-focusedOrganizational skillsTime managementCommunication skills

Required

Hold the insurance license required(220) and have a minimum of 7 to 10 years of commercial lines insurance account management experience or comparable work experience

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base

Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients

Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills

Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems