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Commercial Lines Account Manager Melbourne

Criterion Executive Search

Job Description

Job Description
Growing independent insurance agency is seeking a Commercial Lines Insurance Account Manager.

Responsibilities:
  • Respond to daily service needs of clients.
  • Performs renewal reviews thoroughly and timely and makes coverage recommendations.
  • Assures that all pertinent data is properly input in the computer upon binding.
  • Prepares renewal proposals.
  • Rounds out existing accounts and cross sells to client other services provided by the agency.
  • Makes sure management system is documented.
  • In coordination with producer, meets with clients as needed.

Requirements:
  • Minimum 3 years of Commercial Lines Account Management experience
  • Must be P&C 2-20 licensed in Florida
  • Experience with Epic agency management systems preferred.
  • Proficiency in Microsoft Office Suite
  • Remain current on insurance knowledge and various industry developments.