Commercial Lines - Account Manager

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 producers 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 files accordingly.

Provide technical support to producers, including 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 coverage.

Renew and re-market accounts as needed in conjunction with producers 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.

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