Strategic Property & Casualty Account Lead

Palmer & Cay; Winter Park (FL); Vor Ort; USD 60.000 - 75.000; Vollzeit

Zusammenfassung

Palmer & Cay in Winter Park, FL is seeking an Account Manager to lead client service delivery, gather renewal information, respond to requests (certificates, ID cards, endorsements), and manage invoicing and accounts receivable. You will coordinate policy delivery and mentor assigned Account Managers.

The role emphasizes comprehensive knowledge of property & casualty insurance, strong written and verbal communication, and the ability to work independently while leading a team.

Qualifikationen

• 3-5 years insurance industry experience servicing accounts.
• Property & Casualty license required.
• Knowledge of insurance company and insurance brokerage business.
• Ability to work independently and in a team setting.
• Strong analytical and critical thinking skills.
• Interpersonal skills with clients and co-workers.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office.
• Proficiency with Applied Epic preferred.

Aufgaben

• Manage all client information in Applied Epic to ensure accuracy and currency.
• Prepare written correspondence and reports; communicate with clients, insurers and staff.
• Collect and organize underwriting information for renewal strategy meetings (exposure schedules, loss runs, summaries).
• Assist in obtaining and coordinating responses to loss control inspection reports.
• Prepare Acords and insurance company applications as required.
• Support in insurance program marketing submissions and renewals.
• Review quotes, proposals, and rating worksheets for accuracy and terms.
• Determine premium payment terms; obtain premium finance quotes when needed.
• Support renewal proposals and present them to clients.
• Manage invoicing and accounts receivable aging; raise issues with the team as needed to avoid policy cancellation.

Kenntnisse

Analytical thinking

Interpersonal skills

Verbal & written communication

Team collaboration

Independent work

Tools

Applied Epic

Microsoft Office

Jobbeschreibung

Palmer & Cay in Winter Park, FL is seeking an Account Manager to lead client service delivery, gather renewal information, respond to requests (certificates, ID cards, endorsements), and manage invoicing and accounts receivable. You will coordinate policy delivery and mentor assigned Account Managers.

The role emphasizes comprehensive knowledge of property & casualty insurance, strong written and verbal communication, and the ability to work independently while leading a team.