FL Licensed Commercial Lines Account Manager

Criterion Executive Search, Inc.; Melbourne (FL); On-site; USD 80,000 - 95,000; Full time

Job summary

Criterion Executive Search, Inc. in Melbourne, FL is seeking a Commercial Lines Account Manager with at least 3 years of experience to handle client service needs, renewals, and data input upon binding.

The role involves preparing renewal proposals and cross-selling agency services to existing clients. The ideal candidate will hold a Florida P&C 2-20 license, be proficient in Microsoft Office, and have experience with Epic agency management systems.

Qualifications

• 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.

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.
• In coordination with producer, meets with clients as needed.

Skills

Commercial Lines Account Management

Education

Florida 2-20 license

Tools

Epic agency management system

Microsoft Office Suite

Job description

Criterion Executive Search, Inc. in Melbourne, FL is seeking a Commercial Lines Account Manager with at least 3 years of experience to handle client service needs, renewals, and data input upon binding.

The role involves preparing renewal proposals and cross-selling agency services to existing clients. The ideal candidate will hold a Florida P&C 2-20 license, be proficient in Microsoft Office, and have experience with Epic agency management systems.