Vensure Employer Services
About Us
Our client is an independently-owned insurance agency serving South Florida. We are growing exponentially and are hoping to find the right person to grow with us. They are seeking a Commercial/Personal Insurance Lines Account Manager to help expand the company's book of business by managing various types of insurance policies for new and existing clients.
Essential Duties and Responsibilities
Apply knowledge of insurance policies and procedures to provide effective service and helpful recommendations to all clients and/or producers.
Contact clients within required time frames to evaluate their requests, make recommendations if needed, present quoting results, follow up on payments, and relate new product information and services.
Prepare and provide submissions and price quotes for new/existing clients as needed. Coordinate with principals regarding broker/carrier presentations and meetings.
Prepare and submit new business/renewal submissions to carriers and brokers.
Compare quotes as received and help determine recommendations for clients.
Submit work flow to be completed overnight by outsourced techs overseas.
Help with quoting, underwriting and pre-binding on renewals/new business in a timely and accurate manner.
Answer client inquiries as needed, as well as issue endorsements and certificates as requested.
Update principals on renewal results within required time frames.
Attend seminars, training programs or other applicable seminars as needed for continuing education CE credits to maintain licensing.
Document all telephone/email inquiries and pertinent policy information in our agency management software system.
Knowledge, Skills, and Abilities
Active
2-20 Property & Casualty License
(or Series 215), if you don't have one, we'll help you get it.
At least
1–3 years in B2B sales
or
3+ years in insurance sales/service
Confidence in prospecting, networking, and closing business
South Florida based (Miami preferred)
Education & Experience
Education/Training Degree: High School Diploma or Equivalent
Experience: At least 1 year prior insurance experience required (either Personal or Commercial lines works)
Customer Representative 440 License minimum required, or
Property & Casualty 220 License preferred.
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Essential Duties and Responsibilities
Apply knowledge of insurance policies and procedures to provide effective service and helpful recommendations to all clients and/or producers.
Contact clients within required time frames to evaluate their requests, make recommendations if needed, present quoting results, follow up on payments, and relate new product information and services.
Prepare and provide submissions and price quotes for new/existing clients as needed. Coordinate with principals regarding broker/carrier presentations and meetings.
Prepare and submit new business/renewal submissions to carriers and brokers.
Compare quotes as received and help determine recommendations for clients.
Submit work flow to be completed overnight by outsourced techs overseas.
Help with quoting, underwriting and pre-binding on renewals/new business in a timely and accurate manner.
Answer client inquiries as needed, as well as issue endorsements and certificates as requested.
Update principals on renewal results within required time frames.
Attend seminars, training programs or other applicable seminars as needed for continuing education CE credits to maintain licensing.
Document all telephone/email inquiries and pertinent policy information in our agency management software system.
Knowledge, Skills, and Abilities
Active
2-20 Property & Casualty License
(or Series 215), if you don't have one, we'll help you get it.
At least
1–3 years in B2B sales
or
3+ years in insurance sales/service
Confidence in prospecting, networking, and closing business
South Florida based (Miami preferred)
Education & Experience
Education/Training Degree: High School Diploma or Equivalent
Experience: At least 1 year prior insurance experience required (either Personal or Commercial lines works)
Customer Representative 440 License minimum required, or
Property & Casualty 220 License preferred.
#J-18808-Ljbffr