Commercial Lines Account Manager at The Jonus Group in Lakeland, Florida

Job Description:

Job Description
Commercial Insurance Account Manager | Lakeland, FL (Hybrid Schedule)

Job Duties

• Full Knowledge of insurance products and usages
• Ability to advise and consult with clients re: their insurance coverages
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or "round out" personal accounts.
• Work strategically with sales staff to optimize relationships and protect client's business.
• Perform special projects as directed by the VP, Commercial Lines.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers and vendors.
• Responsible for marketing process & quoting new and renewal business

Qualifications

• 3+ Years working with middle market accounts in agency environment
• Ability to meet/w clients and discuss insurance mitigation strategies
• Must be organized
• Ability to delegate workflow
• Ability to multi task
• Strong math & technical skills
• Experienced w/TAM or equivalent agency management system

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