Commercial Lines Account Manager
Core
Retain and manage larger commercial insurance accounts across construction, hotels, manufacturers, and distributors in Florida.
Role type
Commercial Lines Account Manager
Builds
Retention and profitability for commercial insurance book of business
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial lines procedures, policy analysis, endorsement processing, binder/certificate preparation, premium financing coordination, carrier underwriting criteria knowledge, rate explanation, negotiation, Microsoft Excel (formulas, pivot tables), report writing
Preferred skills
2-20 license, other insurance designations, Bachelor's Degree, bilingual Spanish
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Provide exceptional customer service to large commercial clients, handle client requests for information/endorsements/forms/rates, review and analyze policies for accuracy, oversee preparation of binders and certificates, maintain account files, coordinate premium financing, correspond with markets and clients, negotiate with underwriters, obtain and evaluate quotations
Seniority
Mid-Senior level (5+ years experience)