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Commercial Insurance Account Manager
Commercial Insurance Account ManagerFortitude Insurance Solutions • Fort Lauderdale, FL, US
Commercial Insurance Account Manager

Commercial Insurance Account Manager

Fortitude Insurance Solutions • Fort Lauderdale, FL, US
17 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Job Overview :

The Account Manager's duties include overseeing client accounts and fostering successful client relationships, which involve collaborating with internal teams and producers to provide customized solutions, sustaining long-term partnerships, and promoting business growth through upselling and cross-selling initiatives.

Key Responsibilities :

  • Build, develop and maintain strong, long-lasting client relationships by understanding their business needs and providing personalized strategic solutions.
  • Serve as the main point of contact for clients and producers, addressing issues and resolving concerns promptly.
  • Identify opportunities for upselling and cross-selling additional services or products to existing clients.
  • Ensure accurate client billing and collections of premiums.
  • Working in various carrier management systems to process policy renewals, endorsements, certificates, cancellation and claims in a timely manner.
  • Prepare regular reports for clients and producers as needed in a timely manner.
  • Maintain agency management systems ensuring client records and correspondence are accurate and complete.
  • Assist with sales efforts by identifying client needs and participating in client meetings if needed
  • Resolve client inquiries and complaints regarding insurance products, policy changes, and billing issues.
  • Assist with implementation of account strategies to achieve objectives and ensure overall client and producer satisfaction.
  • Collaborate with sales, marketing, and product teams to deliver high-quality services and solutions to clients and producers.
  • Ensure accurate information and record keeping minimizing potential E&O or other regulatory violations.
  • Answer telephones and assist callers.
  • Promote a paperless environment whilst maintaining client satisfaction.
  • Respond to emails in a timely and accurate manner.
  • Policy and endorsement checking.
  • Other duties as assigned by management.

    • Skills and Qualifications :

  • 2-20 license or willing to obtain one within 90 days of hire.
  • Bachelors Degree a plus.
  • 2-3 years of account management experience.
  • P&C industry knowledge.
  • Proficient in the use of MS Office Suite (Word, Excel, Outlook, PowerPoint, OneDrive).
  • Experience using AMS360, DocuSign and InsuredMine preferred.
  • Ability to identify opportunities for account growth.
  • Strong problem-solving abilities and attention to detail.
  • Fluent in English, Spanish a plus.
  • Team player and customer first mindset.
  • Ability to multi-task and work independently.

    • Work Environment :

  • In-office position
  • Prolonged period of sitting and working in front of a computer.
  • Accommodations can be provided upon request.

    • Competitive salary commensurate with experience.

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    Commercial Insurance Account Manager • Fort Lauderdale, FL, US