Commercial Insurance Account Manager

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

📋 Description

• Oversee a designated portfolio of clients, ensuring retention of accounts and fostering new business opportunities.

• Organize daily administrative tasks and customer service efforts, resolving intricate issues while guaranteeing accuracy and thoroughness.

• Maintain expertise in technical aspects and industry knowledge.

• Supervise the daily functions of the account management team.

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

• Oversee policy expirations and renewals.

• Conduct research on clients, prepare submissions, negotiate coverage options, and present proposals.

• Track reports and take necessary actions on overdue accounts, ensuring collection of outstanding payments.

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

• Monitor and uphold activity/suspense to guarantee timely task completion.

• Maintain open and transparent communication with the account team regarding workload status and any arising issues.

• Provide exceptional service, proactively addressing needs and responding swiftly to service requests.

• Stay informed on company policies and procedures.

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

• Exhibit integrity and leadership qualities.

⛳️ Requirements

• Minimum of 5 years’ experience in account management.

• Comprehensive understanding of insurance brokerage and client requirements.

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

• Strong skills in analysis, problem-solving, and decision-making.

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

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

• High School Diploma or equivalent qualification.

🏝️ Benefits

• Competitive salaries along with bonus opportunities.

• Company-sponsored health insurance.

• Paid time off for holidays, vacations, and sick leave.

• 401K plan with employer matching contributions.

• Opportunities for professional development and career advancement.

• A respectful workplace culture that promotes work/family life balance.

• Commitment to community service initiatives.

• Supportive colleagues and a fulfilling work environment.