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Franklin Street · 1 day ago

Commercial Lines Account Manager

Greater Tampa Bay Area

Full-time

Onsite

Mid Level

3+ years exp

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. The Account Manager will support the organization’s overall group of insurance agents by managing a book of business and providing exceptional customer service to clients.

Financial ServicesReal Estate

Responsibilities

Services, manages, retains, and grows an existing book of insurance business

Initiates quotes

Talks with underwriters

Solves issues and answers technical questions of an advanced nature

Handles all day-to-day service work associated with the client’s account, including all endorsement activity and routine coverage questions

Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtains any additional information to finalize bind requests from agents (ex: loss runs)

Follows up with underwriters for quotes

Markets renewals to carriers on behalf of clients and assists in marketing of new business

Ensuring that policy renewals are performed in a timely manner and that client coverage is reviewed at least annually for proper coverages etc. is a core function of this job

Sends renewal letters and correspondence to clients throughout the year

Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention

Identifies and determines coverage of policies to be entered into the agency management software system (AMS 360)

Keeps activity, deadlines, renewal dates, coverage information, endorsements, and correspondence updated in management system daily to ensure real time information

Updates databases and spreadsheets

Exercises discretion and independent judgment in significant matters related to the business and customer service – for example, has the authority to bind insurance coverage on behalf of clients on a regular basis

At the discretion of the agent, may accompany agent on client visits, presentations, and meetings

In some circumstances, depending on the size of the book of business, may supervise a Commercial Insurance Assistant

Prepares/delegates and arranges delivery of certificates of insurance, policies, endorsements, and invoices to clients

Records and reports loss notices to carrier

Maintains strong lines of communication with the Managing Directors

Performs desktop publishing on regular basis to assist in the creation of marketing materials and assists in the creation of PowerPoint presentations

Types and produces general correspondences, memos, charts, tables, graphs, business and financial reports, etc

Maintains strict confidentiality regarding company marketing and business matters

Performs other duties as assigned

Qualification

Commercial insurance experience2-20 Insurance licenseAMS 360 proficiencyMS Office proficiencyAnalytical abilityTyping speedCustomer service focusCommunication skillsOrganizational skills

Required

3 – 5 + years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area

An active Insurance license is required (In Florida, an active 2-20 license is required. In Georgia, an active agent license is required.)

Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely. Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required

Must be organized, focused, and able to multi-task in a fast-paced business environment

Analytical ability is required in order to gather and summarize data for reports, find solutions to various problems, and prioritize work

Must possess strong organizational skills and be able to multi-task in a fast-paced, deadline driven, business environment

Advanced proficiency in MS Office suite including Excel, Word, Power Point, Outlook, and related software required

High school diploma required