Account Manager

Posted on Aug 7 Fort Lauderdale


Join Franklin Street - the fastest growing commercial Real Estate firm in the Southeast!

Our Fort Lauderdale office is searching for an experienced Account Manager – Commercial Insurance for our Ft. Lauderdale office. This dynamic team member will have previous experience providing support for a book of commercial Property & Casualty insurance and proficiency utilizing AMS 360 insurance agency software.

Included will be the performance of the duties that follow:

DUTIES AND RESPONSIBILITIES
• Services, manages, retains, and grows an existing book of business.

• Handles day-to-day service work associated with the client's account, including all endorsement activity and routine coverage questions. Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtain any additional information to finalize bind requests from agents (ex: loss runs). Follows up with underwriters for quotes.

• Identifies and determines coverage of policies to be entered into the agency management software system (AMS 360). Keeps activity, deadlines, renewal dates, coverage information, endorsements, and correspondence updated in management system on a daily basis to ensure real time information. Updates databases and spreadsheets.

• Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.

• Markets renewals and assists in marketing of new business. Performs desktop publishing on regular basis to assist in the creation of marketing materials and assists in the creation of PowerPoint presentations. Types and produces general correspondences, memos, charts, tables, graphs, business and financial reports, etc.

• Prepares and arranges delivery of certificates of insurance, policies, endorsements, and invoices to clients.

• Sends renewal letters and correspondence to clients throughout the year.

• Records and reports loss notices to carrier.

• Exercises discretion and independent judgment in significant matters related to the business and customer service.

• Performs other duties as assigned.

Requirements

EDUCATIONAL/TECHNICAL REQUIREMENTS
• An active 2-20 or 4-40 Insurance license is required

• AMS 360 proficiency or similar industry software experience required.

• Advanced proficiency in MS Office suite including Word, Excel, Power Point, Publisher, Outlook, and related software required.

• Ability to type 55-60 wpm or faster strongly preferred.

• High school diploma required. Bachelor's Degree preferred.

• Additional coursework or related insurance industry experience a plus.

KNOWLEDGE, SKILLS, AND ABILITIES
• 3-5 years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area.

• Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely. Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required.

• Must be organized, focused, and able to multi-task in a fast-paced business environment.

• Analytical ability is required in order to gather and summarize data for reports, find solutions to various problems, and prioritize work.

• Must possess strong organizational skills and be able to multi-task in a fast-paced, deadline driven, business environment.

Must be able to successfully pass pre-employment drug screen and background check.

Franklin Street is an Equal Opportunity Employer.