Commercial Insurance Account Manager

Commercial Insurance Account Manager

Stahl & Associates Insurance, a Higginbotham Partner, has an exciting opportunity for a Commercial Lines Account Manager to join our dynamic and growing team in Lakeland, FL.

We are looking for a knowledgeable and motivated insurance professional who can provide exceptional service to our commercial clients, while enjoying a collaborative culture and excellent work/life balance. Join our team and be part of our story! This individual will manage all aspects of servicing a robust book of middle market commercial P&C accounts. This position will manage all aspects of servicing a commercial P&C book of mid-market business, which includes schools, churches, non-profits and human services, and hospitality. The ideal candidate will be experienced with processing and renewal of policies and rating and quoting new and renewal business. Must also possess excellent customer service skills to answer policy and coverage-related questions. Other duties include checking accuracy of policies, processing endorsements, ensuring accurate and timely documentation of correspondence, applications, quotes and marketing information in accordance with company workflows and procedures, and preparing proposals and issuing certificates of insurance, as needed.

Position Summary: The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.

Supervisory Responsibilities: None

Essential Tasks:

• Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines
• Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly
• Generating premium allocations for clients; advanced Microsoft Excel proficiency
• Negotiating rate terms and conditions with Carriers on behalf of clients
• Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.)
• Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients' signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer
• Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
• Consults, informs and educates audit procedures to clients in conjunction with producer
• Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 3-5 years of Commercial Property & Casualty Insurance experience required

Licensing and Credentials:

• Active FL 2-20 Property & Casualty license required
• Professional designations, such as CIC or CRIS preferred

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic and CSR24 experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Location:

• Lakeland, FL
• In-office or Hybrid work schedule available for qualified candidates

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Perks & Benefits:

• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity - the potential for growth within the company
• Excellent work/life balance

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.