Commercial Account Manager - FL Remote
Work Schedule: Remote, for Florida residents
Job Description:
Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention
Essential Functions:
Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
Direct pro-active communication with clients
Direct interaction with Sales Executives on any and all assigned accounts for renewal, rounding or cross-selling
Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
Provide direction and oversight to Technical Assistants working on behalf of assigned clients
Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
Coordinate change requests and modify policies as appropriate or as requested
Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
Record, report and service assigned clients’ claims and losses, or refer clients to Claims department
Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.
Follow company procedures regarding the documentation and maintenance of account information in EPIC system
Be familiar with and follow Agency E&O guidelines
Report any omissions regarding coverage on policies to the Branch Manager
Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
Any other duties as assigned
Education/Experience:
Large Florida Property experience is a must
3 to 5 years of commercial lines insurance experience
Active 2-20 Property & Casualty Insurance License
EPIC experience
