Personal Insurance Lines Account Manager

Location: Fort Myers, FL; Sarasota, FL (will consider other FL-based locations)

Salary Range: $50,000-$75,000 (Pay is based on candidate experience and the size of the book to be managed)

EMAIL: smarts@desgp.com

Job Description

Our client is growing! They are looking for an Account Manager to join their team-oriented, fun, and positive work environment. They are a company that creates space for team members to grow into the best version of themselves both personally and professionally. They win long-term, quality clients by retaining happy, long-term employees that are supported by the company.

Primary Responsibilities and Duties:

Servicing/Retention:

• Handle all requests from existing clients, including, but not limited to, amending coverage limits, vehicle changes, mortgagee changes, mailing address changes received via phone, mail, or electronically.
• Follow up with all servicing requests to ensure proper completion. Document in agency the management system (Applied Epic).
• Answer questions and explain coverages to policyholders.
• Maintain contact information for active policyholders in Applied Epic.
• Maintain management system with proper documentation of policies and activities.
• Assist clients with processing payments.
• Monitor policy renewals from expiration reports.
• Notify clients of underwriting issues, cancellations, and non-renewals- assisting the client where possible.
• Perform other miscellaneous duties as assigned by agency with efficiency and quality.

New Business:

• Review accounts for the need for additional lines.
• Actively seek referrals from existing client base.
• Pre-qualify and analyze needs of prospects to either handle independently or turn over to a producer.
• When handling independently:
  • Rate coverage with various sources, as available, to provide a competitive proposal.
  • Present offers to prospect using the most effective method to meet the needs of the client.
  • Prepare applications, supplemental forms, invoices, and all documents necessary to place coverage.
  • Submit required documents to carriers and maintain all communication and documents in agency management system.

Personal/Organizational Development:

• Set priorities and workflow to ensure timely, efficient, and accurate processing of transactions and other responsibilities.
• Continue to be informed on industry information, carrier updates and technology to improve knowledge and stay current.
• Maintain good communication skills both verbal and written to effectively interact with clients and colleagues.
• Maintain current and proper insurance licensing.
• Actively pursue expertise in the agency management system.

COMPENSATION AND BENEFITS

• Total Compensation: $50,000-$75,000
• Paid time off for holidays, vacations, and sick time
• 401(k) matching
• Medical, dental, vision insurance (employee’s medical coverage paid at 100%)
• Short-term disability and group life options
• Access to legal and financial resources

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• An active 2-20, 20-44 or 4-40 license
• Current on all continuing education (CE) requirements to maintain license (ongoing)
• 3+ years Personal Lines Account Management experience
• PC proficiency, including MS Office (Excel, Word, PowerPoint and Outlook).
• High School Diploma (or equivalent)

PREFERRED SKILLS

• Ability to work independently and with a team.
• Excellent analytical and decision-making skills.
• Strong ability to multi-task, prioritize, and organize tasks.
• Knowledge of Applied Epic system is a plus.
• Proven top-notch customer service skills.
• Clear and concise written and verbal communication skills.
• Highly organized and detail oriented.