Commercial Account Manager - Retail Agency
Frank Winston Crum Insurance, Clearwater, FL, United States
Licensed 2-20 Commercial Account Manager – Property & Casualty
We are growing and looking for a full‑time, licensed 2-20, Commercial Account Manager – (Property and Casualty). In this role, you will manage day‑to‑day operations of our mid‑size to large and most complex client accounts, with potential for future growth.
Responsibilities
Play an essential role in business retention by building, expanding, and solidifying business relationships with existing and new clients based on your assigned book of business. You will have retention goals.
Determine risk requirements by analyzing coverages, exposures, and loss experience. Take the necessary steps in placing coverage(s) required by the client, re‑marketing when required, and adhering to binding authority set by the carriers.
Negotiate with underwriters and carriers.
Prepare and issue summaries of insurance, proposals, and binders of insurance.
Answer customer questions regarding products and services by quickly diagnosing and solving the problem(s).
Upsell and cross‑sell opportunities by selling additional coverage(s) to clients to enhance client retention and relationship management.
Provide marketing support to new business production and renewals when required.
Handle day‑to‑day client inquiries and policy servicing (policy changes, endorsements, policy checking, contract reviews, etc.).
Serve as the primary point of contact for the Service team, overseeing and directing inquiries, managing client service needs, and coordinating work allocation across the team.
Assist Agency Manager with interviewing, selecting, and training employees.
Provide insurance consultation or expert advice and ideas to the Agency Manager.
Attend client meetings as needed.
Keep current with insurance markets and changing coverages within the industry, including participating in insurer networking events.
The Attributes We Seek
Florida 2-20 General Lines License in good standing.
Three (3) years of commercial insurance industry experience.
Insurance designations such as AAI, CIC, CPCU, or other certifications/designations (highly valued).
Knowledge of AMS360 (preferred).
Our Competitive Benefits
Health Insurance with zero dollar pay check cost for employees' coverage and a low cost for family plan.
Dental and Vision Insurance.
Short Term Disability and Term Life Insurance at no cost to the employee.
Long Term Disability and Voluntary Term Life Insurance.
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance.
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match.
Flexible Spending Accounts for Medical and Dependent Care Reimbursement.
Health Savings Account funded by FrankCrum.
Paid time off and holiday pay.
Education BenefitProgram at the IRS Maximum allowance.
PTO cash out.
Tickets at Work.
Access to the Corporate America Family Credit Union.
Employee and client referral bonus programs.
Disaster Relief Fund for employees.
FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy‑related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
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We are growing and looking for a full‑time, licensed 2-20, Commercial Account Manager – (Property and Casualty). In this role, you will manage day‑to‑day operations of our mid‑size to large and most complex client accounts, with potential for future growth.
Responsibilities
Play an essential role in business retention by building, expanding, and solidifying business relationships with existing and new clients based on your assigned book of business. You will have retention goals.
Determine risk requirements by analyzing coverages, exposures, and loss experience. Take the necessary steps in placing coverage(s) required by the client, re‑marketing when required, and adhering to binding authority set by the carriers.
Negotiate with underwriters and carriers.
Prepare and issue summaries of insurance, proposals, and binders of insurance.
Answer customer questions regarding products and services by quickly diagnosing and solving the problem(s).
Upsell and cross‑sell opportunities by selling additional coverage(s) to clients to enhance client retention and relationship management.
Provide marketing support to new business production and renewals when required.
Handle day‑to‑day client inquiries and policy servicing (policy changes, endorsements, policy checking, contract reviews, etc.).
Serve as the primary point of contact for the Service team, overseeing and directing inquiries, managing client service needs, and coordinating work allocation across the team.
Assist Agency Manager with interviewing, selecting, and training employees.
Provide insurance consultation or expert advice and ideas to the Agency Manager.
Attend client meetings as needed.
Keep current with insurance markets and changing coverages within the industry, including participating in insurer networking events.
The Attributes We Seek
Florida 2-20 General Lines License in good standing.
Three (3) years of commercial insurance industry experience.
Insurance designations such as AAI, CIC, CPCU, or other certifications/designations (highly valued).
Knowledge of AMS360 (preferred).
Our Competitive Benefits
Health Insurance with zero dollar pay check cost for employees' coverage and a low cost for family plan.
Dental and Vision Insurance.
Short Term Disability and Term Life Insurance at no cost to the employee.
Long Term Disability and Voluntary Term Life Insurance.
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance.
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match.
Flexible Spending Accounts for Medical and Dependent Care Reimbursement.
Health Savings Account funded by FrankCrum.
Paid time off and holiday pay.
Education BenefitProgram at the IRS Maximum allowance.
PTO cash out.
Tickets at Work.
Access to the Corporate America Family Credit Union.
Employee and client referral bonus programs.
Disaster Relief Fund for employees.
FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy‑related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
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