Account Manager - Marine/Yacht

The Marine Account Manager interacts directly with clients and underwriters to manage and process insurance policies while providing exceptional service and support. This role is responsible for setting up new accounts, reviewing documentation for accuracy, invoicing clients, maintaining detailed records to reduce E&O exposure, handling client inquiries, explaining coverages, preparing renewal quotes, and assisting with documentation. A key part of the role includes negotiating with underwriters for favorable terms and identifying opportunities to cross‑sell additional coverages.

How You Will Contribute

Set up new clients in the agency management system and review all documents, including applications and binders, to ensure accuracy.

Invoice clients and set up appropriate activities.

Communicate directly with clients via telephone, email or face‑to‑face.

Keep detailed notes of inquiries and changes to mitigate potential E&O.

Maintain a positive, helpful attitude when explaining coverages.

Sell additional coverages and cross‑sell other lines of insurance.

Prepare renewal quotations and assist clients in completing paperwork.

Negotiate with underwriters when necessary for more favorable rates.

Licenses and Certifications

4-40 or 2-20 State of Florida Insurance License

Skills and Experience to Be Successful

High school diploma or equivalent.

Ability to manage a wide variety of tasks efficiently with a client‑focused attitude.

Ability to analyze and interpret insurance policies and comfortably explain coverages to clients.

Confidence in soliciting new business and interacting with underwriters.

Skill in calculating premiums, endorsements, cancellations, and associated taxes and fees.

Ability to explain audits, premium changes, and underwriting requests calmly and informatively.

Basic computer proficiency, including typing a minimum of 40 words per minute.

Strong written communication skills, including professional email and letter writing.

Ability to prioritize workload and manage time effectively.

Marine insurance and sales experience (Preferred).

Teammate Benefits & Total Well-Being

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

Financial Benefits: ESPP, 401(k), Student Loan Assistance, Tuition Reimbursement.

Mental Health & Wellness: Free mental health and enhanced advocacy services.

Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts, and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power to Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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