Business Unit Account Manager

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

📋 Description

• Deliver technical assistance to Sales Executives by evaluating client requirements, assessing coverage, and preparing applications.

• Submit applications to insurance carriers, follow up on quotes and policies, and ensure the accurate issuance of binders, certificates, endorsements, and related documentation.

• Oversee renewals, audits, policy modifications, billing, collections, and cancellations in accordance with agency protocols.

• Respond swiftly to requests from clients and carriers, maintaining clear and professional communication throughout the service process.

• Identify potential risks and suggest appropriate coverage solutions.

• Aid clients in reporting claims and follow up to ensure timely resolution.

• Strive to retain accounts by proactively addressing concerns and resolving issues.

⛳️ Requirements

• A minimum of five years of experience in commercial insurance within the Florida market.

• An active 2-20 license.

• Strong knowledge of Florida carriers and the capability to manage a book of business across various markets.

• Excellent communication, client service, and problem-solving abilities.

• Experience in supporting multiple Producers and handling a high-volume workload.

• Advanced skills in certificate processing and policy servicing.

• Understanding of rating and underwriting processes.

• Proficiency in Microsoft Office, AMS360, and ImageRight.

• Capability to manage complex tasks with precision and attention to detail.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Paid time off and flexible working arrangements.

• Opportunities for professional development and continuing education.