Remotery

Senior Account Manager

Posted 1 hour ago

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Oversee a designated portfolio of clients, ensuring account retention while facilitating new business opportunities.

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

• Act as a subject matter expert for the account management division.

• Supervise the daily operations and workflow of the account management team.

• Manage customer service inquiries, policy administration, billing, claims, and coverage assessments.

• Oversee policy expirations and renewals.

• Conduct client research, prepare submissions, negotiate coverages, and present proposals effectively.

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

• Maintain agency management systems and carrier/vendor platforms, ensuring data integrity and thoroughness.

• Track and uphold activity/suspense to guarantee timely completions.

• Keep open and consistent communication with the account team regarding workload status and any arising issues.

• Provide exceptional service, proactively anticipating client needs and responding promptly to service requests.

• Stay informed about company policies and procedures.


⛳️ Requirements

• Minimum of 10 years of experience in commercial lines.

• Valid P&C license required.

• CIC or CPCU designation is preferred.

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

• Outstanding customer service and communication skills.

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


🏝️ Benefits

• Company-sponsored health insurance.

• Paid holidays, vacation time, and sick leave.

• 401K plan with employer matching contributions.

• Opportunities for professional development and career advancement.

• A respectful culture that values work/life balance.

• Commitment to community service.

• Supportive colleagues and a fulfilling work environment.

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