Commercial Lines - Account Manager

BKC Insurance Agency; Orlando (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Newman Crane, Orlando, FL, a part of The Hilb Group, is seeking a Commercial Lines Account Manager to support producers with new business, renewals, and account development.

The role requires a minimum of three years in commercial insurance, a valid Property & Casualty license, and strong communication skills. A high school diploma is required, with an associate degree or higher preferred, CIC/CPCU/CISR designation a plus.

Qualifications

• Excellent client service and communication skills.
• Ability to analyze and process insurance applications accurately.
• Strong prioritization and time-management abilities.

Responsibilities

• Pre-Qualify new business. Review, analyze, and submit applications per guidelines.
• Review renewals and coordinate with insured and producers to re-market.
• Prepare proposals and applications; follow up for timely responses.
• Assist clients with coverage changes and educate on exposures and audits.
• Provide technical support to Producers; identify cross-selling opportunities.
• Prepare quotations, summaries, and comparisons to aid client understanding of coverage.
• Renew and re-market accounts with Producers and agency standards.
• Assist in designing insurance plans and visit key clients in person.
• Perform other duties as assigned.

Skills

Relationship-building

Communication skills

Detail-oriented

Time management

Education

High School Diploma Required; Associates Degree preferred

Tools

Microsoft Word

Excel

Outlook

Job description

Commercial Lines - Account Manager

Currently seeking a Commercial Account Manager to join our team for an exciting opportunity at Newman Crane, Orlando, FL, a part of The Hilb Group.

Position Summary

The Commercial Lines Account Manager will support assigned producers by placing and processing new business, account development, and renewal retention.

Essential Job Functions

• Pre-Qualify new business. Review, analyze, and submit applications following agency marketing guidelines
• Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to re-market
• Prepare proposals and applications, submit to insureds and carriers (or marketing department); follow up to insure timely responses
• Assist clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures, and audits; document electronic file accordingly
• Provide technical support to Producer(s) to include survey policy coverage and identify cross-selling and upgrading opportunities
• Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of clients/prospects understanding of coverage
• Renew and re-market accounts as needed in conjunction with Producer(s) and agency standards
• Assist in design of insurance plans for clients. Visit key clients in person.
• Perform other duties as assigned

Skills/Experience/Training

Education

High School Diploma Required. Associates Degree or higher preferred

Certification

Licensed Property and Casualty Agent. Candidate holds or is working toward industry designations, CIC/CPCU/CISR preferred

Experience

Minimum of three years’ of Commercial Insurance experience.

• Complete knowledge of insurance practices and procedures of the agency and industry.
• Excellent prioritization skills, friendly, positive attitude willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with all staff and the general public; ability to work on highly detailed work under pressure and timelines
• Maintains a record of excellent client service and account management
• Experience in Microsoft Suite Products including Word, Excel and Outlook
• Displays natural ability for independent decision-making and role ownership
• Willingness to maintain continual education

Benefits offered

Competitive benefits package including

• 17 vacation days
• 2 discretionary days
• 7 paid holidays
• 401k
• Medical
• Dental
• Vision
• LTD
• STD
• Life Insurance available