About the Role
Small companies face many of the same pricing, coverage, and claims challenges as large employers. In some ways they require more hands-on consulting and remarketing than any other type of client. In this role you’re the primary point of contact acting as a Commercial Insurance Account Manager for the Small Business Unit (SBU).
Duties & Responsibilities
- Ensure a positive client experience and build strong relationships to maintain a high retention level
- Manage policy administration tasks like applications, cancellations, endorsements, and certificates
- Intake new business calls and warm leads referred from other departments
Skills & Experience
- Two (2) or more years of similar commercial P&C client management experience at a retail agency
- Interest in managing smaller business clients (package policies, BOPs)
- Florida 2-20 license
Job Specs
- Service clients up to $150k in premium, most falling under $20k
- Work at one of the largest insurance brokers in the country
- High volume, transactional book of business management; task oriented
- Efficiency within the agency’s AMS and lots of organization to manage renewals and service ‘to do’ items
- 100% remote, work-from-home available to qualified applicants who reside in Florida