Commercial Lines Account Manager

The Misch Group

$80K — $105K *
Miami, FL 33186In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • P&C license required
  • 5+ years as a Commercial Lines Account Manager preferred
  • Experience in an independent insurance agency
  • Experience with multiple insurance carriers
  • Ability to multitask under minimal supervision
  • Strong verbal and written communication skills
  • Proficient with Applied Systems Epic and Microsoft Office (Word, Excel)
  • Excellent organizational skills and attention to detail

Responsibilities

  • Collaborate with Agency Principal, Producers, and Team Members
  • Identify and acquire new business opportunities locally
  • Order policies and issue necessary documentation
  • Prepare marketing submissions for new business and renewals
  • Provide outstanding customer service to build long-term client relationships
  • Promote all products using various marketing tools

Benefits

  • Competitive pay
  • Comprehensive benefits package
  • Continuous training opportunities for professional growth
Full Job Description
Commercial Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Florida

Compensation: $80,000 - $105,000 / year

Description

We are a local independent insurance agency. We are growing our Commercial business and are looking for an experienced Commercial Lines Account Manager to join our team of professionals. We encourage an environment of continuous training to allow for growth in the agency and for our employees. The Commercial Lines Account Manager provides complete support for our Commercial Lines Department with expertise in Property & Casualty Insurance and do their part of ensuring high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Key Responsibilities
  • Work with Agency Principal, Producers, and Team Members
  • Acquire new business by identifying opportunities in the local market and cross sell of our current clients.
  • Order policies and issue documentation, certificates, and binders as needed
  • Prepare new business and account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
  • Provide exceptional customer service to our clients by developing and maintaining strong, long-term client relationships
  • Understand and promote all products offered using all possible marketing tools


Skills, Knowledge and Expertise
  • P&C license
  • Minimum of 5 years of experience as a Commercial Lines Account Manager (Preferred)
  • Experience working for an independent insurance agency
  • Experience servicing/quoting/marketing commercial insurance with multiple carriers
  • Must be able to multi-task and handle a heavy workload with minimal supervision
  • Effective communicator (verbal and written)
  • Working knowledge of a paperless system particularly with Applied Systems Epic management system
  • Experience with Microsoft Office and a proficiency in Word and Excel
  • Excellent organizational skills with attention to detail


Benefits

Competitive Pay and benefits package

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