Royal American Management, Inc · 10 hours ago
COMMERCIAL LINES ACCOUNT MGR I
PFI Panama City Corporate Office - Panama City, FL 32405
Full-time
Onsite
Mid Level
$24/hr - $25/hr
3+ years expRoyal American Management, Inc is seeking a Commercial Account Manager I to ensure commercial lines clients receive timely and quality service. The role involves reviewing client service needs, managing insurance policies, and maintaining effective relationships with clients and colleagues.
Real Estate
Responsibilities
Support Commercial Lines Department Producers in routine account maintenance
Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contacts
Maintain all client files in the agency management system with full policy detail and use the system for all transactions and notes
Respond to client inquiries, incoming mail, company requests and producers needs on a timely basis
Collect renewal data on assigned accounts
Review and order renewals according to agency procedures
Survey policy coverages and identifies cross-selling and upgrading opportunities
Review, analyze and submit applications to insurance companies
Follow agencys underwriting guidelines
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure clients/prospects understanding and adequacy of coverage
Review new business, renewals, endorsements to insure items were received as ordered
Prepare billing following agencys credit and collection policies
Coverage for the Receptionist at the front desk as needed
Assist with other clerical tasks within the office as requested
Participate in courses for insurance/sales skills
Maintain current knowledge of underwriting requirements of carriers
Qualification
Required
High School Diploma or Equivalent required
3-5 years of Commercial Lines P&C insurance office experience required
Current License 4-40 required
Good oral and written communication skills
Technical and client relations expertise
Proficient in Microsoft Suite
Property casualty commercial lines and bond product knowledge and risk management expertise
Agency management system computer skills
Excellent attendance and communication skills
Ability to build lasting business relationships
Exhibit professionalism
Company
Royal American Management, Inc
With over 50 years of experience in managing multi-family housing, Royal American Management, Inc.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase