The Hilb Group, LLC
Currently seeking a Commercial Account Manager to join our team for an exciting opportunity at Newman Crane, Orlando, FL, a part of The Hilb Group.
Position Summary: The Commercial Lines Account Manager will support assigned producers by placing and processing new business, account development, and renewal retention.
Essential Job Functions:
Pre-Qualify new business. Review, analyze, and submit applications following agency marketing guidelines
Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to re-market
Prepare proposals and applications, submit to insureds and carriers (or marketing department);follow up to insure timely responses
Assist clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures, and audits; document electronic file accordingly
Provide technical support to Producer(s) to include survey policy coverage and identify cross-selling and upgrading opportunities
Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of clients/prospects understanding of coverage
Renew and re-market accounts as needed in conjunction with Producer(s) and agency standards
Assist in design of insurance plans for clients. Visit key clients in person.
Perform other duties as assigned
Skills/Experience/Training:
Education – High School Diploma Required. Associates Degree or higher preferred
Certification –Licensed Property and Casualty Agent. Candidate holds or is working toward industry designations, CIC/CPCU/CISR preferred
Experience –Minimum of three years’ of Commercial Insurance experience.
Complete knowledge of insurance practices and procedures of the agency and industry.
Excellent prioritization skills, friendly, positive attitude willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with all staff and the general public; ability to work on highly detailed work under pressure and timelines
Maintains a record of excellent client service and account management
Experience in Microsoft Suite Products including Word, Excel and Outlook
Displays natural ability for independent decision-making and role ownership
Willingness to maintain continual education
Benefits offered: Competitive benefits package including 17 vacation days, 2 discretionary days, 7 paid holidays, 401k, Medical, Dental, Vision, LTD, STD , Life Insurance available
#J-18808-Ljbffr
Position Summary: The Commercial Lines Account Manager will support assigned producers by placing and processing new business, account development, and renewal retention.
Essential Job Functions:
Pre-Qualify new business. Review, analyze, and submit applications following agency marketing guidelines
Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to re-market
Prepare proposals and applications, submit to insureds and carriers (or marketing department);follow up to insure timely responses
Assist clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures, and audits; document electronic file accordingly
Provide technical support to Producer(s) to include survey policy coverage and identify cross-selling and upgrading opportunities
Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of clients/prospects understanding of coverage
Renew and re-market accounts as needed in conjunction with Producer(s) and agency standards
Assist in design of insurance plans for clients. Visit key clients in person.
Perform other duties as assigned
Skills/Experience/Training:
Education – High School Diploma Required. Associates Degree or higher preferred
Certification –Licensed Property and Casualty Agent. Candidate holds or is working toward industry designations, CIC/CPCU/CISR preferred
Experience –Minimum of three years’ of Commercial Insurance experience.
Complete knowledge of insurance practices and procedures of the agency and industry.
Excellent prioritization skills, friendly, positive attitude willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with all staff and the general public; ability to work on highly detailed work under pressure and timelines
Maintains a record of excellent client service and account management
Experience in Microsoft Suite Products including Word, Excel and Outlook
Displays natural ability for independent decision-making and role ownership
Willingness to maintain continual education
Benefits offered: Competitive benefits package including 17 vacation days, 2 discretionary days, 7 paid holidays, 401k, Medical, Dental, Vision, LTD, STD , Life Insurance available
#J-18808-Ljbffr