A leading insurance brokerage in Florida is seeking an experienced Commercial Lines Account Manager to lead the team and develop retention strategies for renewals and new business acquisition. The ideal candidate will possess a Property & Casualty insurance license, along with strong organizational and problem-solving skills. Responsibilities include managing client relationships, preparing proposals, and analyzing client data. Benefits include health insurance options, a 401(k) with company match, and generous PTO.
State issued Property & Casualty insurance license is required.
3-5+ years agency experience in designated field.
Responsibilities
Develops retention strategy and new business acquisition meetings with producer.
Works independently on placement of risk.
Monitors and updates open items checklists/timelines.
Analyzes client data to determine client needs.
Primary contact with client, besides producer.
Skills
Organizational skills
Problem-solving skills
Multitasking skills
Detail-oriented
Verbal communication
Written communication
Self-discipline
Education
State issued Property & Casualty insurance license
College degree or equivalent work experience
Tools
Insurance agency management software (EPIC)
Microsoft products
Job description
A leading insurance brokerage in Florida is seeking an experienced Commercial Lines Account Manager to lead the team and develop retention strategies for renewals and new business acquisition. The ideal candidate will possess a Property & Casualty insurance license, along with strong organizational and problem-solving skills. Responsibilities include managing client relationships, preparing proposals, and analyzing client data. Benefits include health insurance options, a 401(k) with company match, and generous PTO.