Lockton · 4 days ago

Account Manager - Real Estate Commercial Insurance - Orlando or remote Florida

Tampa, FL

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).

Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.

Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.

Conducts all marketing efforts as assigned by unit.

Develops prospective client proposals.

Qualification

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Insurance industry experienceEmployee benefits knowledgeMicrosoft products proficiencyCustomer service skillsProject management skillsFinancial arrangements knowledge