Insurance Account Manager — Client Advocate & Growth

DTRT INSURANCE GROUP; Florida; In loco; USD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

100% Employer-Paid Health Insurance

100% Employer-Paid Life Insurance

100% Employer-Paid Short-Term and Long

Term Disability

Paid Time Off

Holidays Off

401(k) Plan with employer contribution

Bonus Opportunities

Career Growth Opportunities

Tuition Reimbursement

Hands on Training

Mentorship

Descrizione del lavoro

DTRT Insurance Group is seeking an Insurance Account Manager in Florida to deliver exceptional client service as a trusted advisor for an assigned book of business. You will guide clients to optimal coverage options and process policy changes with accuracy.

The role emphasizes relationship management, attention to detail, and proficiency with MS Office, AMS/CRM systems, and quoters. Daily responsibilities include policy handling, renewals, and ensuring client satisfaction.

Competenze

• Previous Property & Casualty experience required.
• Active Florida insurance license such as 4-40, 2-20, or 20-44.
• Strong command of Microsoft applications, AMS or CRM systems, and quoters.
• Excellent attention to detail and strong organizational skills.
• High-level communication and customer service abilities.
• Tech-savvy with the ability to learn new systems quickly.

Mansioni

• Serve as the trusted advisor for an assigned group of clients.
• Understand client needs and match them with optimal coverage solutions.
• Process new policies, renewals, endorsements, and updates with accuracy.
• Round out accounts by identifying coverage gaps and offering suitable options.
• Communicate with carriers and underwriters to secure favorable outcomes.
• Support ongoing retention efforts through strong relationship management.

Conoscenze

Property & Casualty experience

Florida license (4-40/2-20/20-44)

MS Office / AMS or CRM systems

Attention to detail

Communication skills

Strumenti

Quoters

Microsoft applications

Descrizione del lavoro

DTRT Insurance Group is seeking an Insurance Account Manager in Florida to deliver exceptional client service as a trusted advisor for an assigned book of business. You will guide clients to optimal coverage options and process policy changes with accuracy.

The role emphasizes relationship management, attention to detail, and proficiency with MS Office, AMS/CRM systems, and quoters. Daily responsibilities include policy handling, renewals, and ensuring client satisfaction.