ACCOUNT MANAGER - MID-LARGE COMMERCIAL LINES

Plastridge Insurance; Delray Beach (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Plastridge Insurance is seeking an Account Manager - Mid-Large Commercial Lines in Delray Beach, FL. The role focuses on developing and maintaining client relationships through the renewal process to ensure outstanding service and retention.

You will interact with Sales Executives, Agents, and Marketing teams to renew, round, cross-sell, and service accounts while guiding support staff and coordinating underwriting steps for proposals and applications.

Qualifications

• Five years of commercial lines insurance experience.
• Active 2-20 Property & Casualty Insurance License.
• EPIC experience a plus.

Responsibilities

• Manage and renew assigned commercial accounts to ensure service quality and retention.
• Direct proactive communication with clients and collaboration with Sales Executives on renewals and cross-selling.
• Coordinate with Sales Agents, Marketing Managers, and Technical Assistants for renewals and cross-selling opportunities.
• Provide guidance to Technical Assistants handling assigned clients.

Skills

Commercial lines experience

P&C License 2-20

EPIC experience

Job description

ACCOUNT MANAGER - MID-LARGE COMMERCIAL LINES

Position Summary: Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.

Essential Functions

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
• Direct pro-active communication with clients
• Direct interaction with Sales Executives on any and all assigned accounts for renewal, rounding or cross-selling
• Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/or renewal of accounts or additional lines of coverage
• Record, report and service assigned clients' claims and losses, or refer clients to Claims department
• Request and research reports and information relevant to the placing of new and/or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.

Experience / Skills

• Five years of commercial lines insurance experience
• Active 2-20 Property & Casualty Insurance License
• EPIC experience a plus