Account Manager – Commercial Insurance

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee a designated portfolio of accounts, focusing on retention while fostering new business opportunities.

• Organize daily administrative tasks and customer service operations, addressing complex issues and ensuring accuracy without errors or omissions.

• Uphold technical proficiency and industry knowledge.

• Lead the daily operations of the account management team.

• Address customer service inquiries, manage policy administration, billing, claims, and conduct coverage analyses.

• Oversee policy expirations and renewals.

• Perform client research, prepare submissions, negotiate coverage terms, and present proposals.

• Review reports and take necessary actions on overdue accounts, collecting outstanding payments.

• Ensure the accuracy and completeness of data in agency management systems and carrier/vendor platforms.

• Maintain regular, open communication with the account team about workload progress and any challenges encountered.

• Provide exceptional service, proactively identify needs, and respond promptly to service requests.

• Stay informed about company policies and procedures.

• Seek out and implement best practices to enhance both individual and team performance.

• Exhibit integrity and leadership in all interactions.

⛳️ Requirements

• A minimum of 3 years in account management, or over 5 years in the insurance sector.

• Comprehensive understanding of insurance brokerage and client requirements.

• Active licensing is mandatory; a professional designation (CIC or equivalent) is preferred.

• Strong analytical, problem-solving, and decision-making abilities.

• Outstanding customer service, communication, multitasking, and organizational skills.

• Proficient in MS Office applications (Outlook, Word, Excel).

• High School Diploma or equivalent is required.

🏝️ Benefits

• Competitive salaries with bonus potential.

• Health insurance fully covered by the company.

• Paid holidays, vacation days, and sick leave.

• 401K plan with employer matching contributions.

• Opportunities for professional development and career advancement.

• A respectful workplace culture that values work/life balance.

• Commitment to community service.

• Supportive colleagues and a fulfilling work environment.