Bateman, Gordon & Sands, one of Broward County's largest independent insurance and risk management agencies, is seeking an experienced Commercial Lines Account Manager to join our progressive client advocate team.
Consider applying for our Commercial Lines Account Manager position if:
You are a master of client service, insurance processing and have an eye for detail and are a visionary thinker.
Your positive, can-do attitude helps keep things on track and motivates those around you.
With your superior communication skills, advanced knowledge and sense of urgency, you help our clients get the peace of mind that comes with knowing they have a solid risk management plan and team to make sure they're properly protected.
Responsibilities include:
Managing renewal timeline
Serve as a client contact for day-to-day operations and answers client questions to improve the client experience.
Perform critical client functions, including; evaluating risks, developing solutions, articulating impact of options, making recommendations to client across supported product line.
Build and maintain relationships with clients and carriers to provide best in class service to drive growth and retention.
Manage and record all activities in the workflow system to ensure timely follow-up by client, carriers, client team and delivery of final policy
Renewing and remarketing accounts, including obtaining quotes. Reviewing quotes and proposals for accuracy and delivery to client.
Assisting Producers with proposal presentation of marketing material.
Preparing Summaries of Insurance for new business proposal and renewal meetings.
Desired Experience & Skills:
High School Diploma, Bachelor's Degree preferred
Minimum of 3 to 5 years insurance experience in Florida
Active 2-20 Florida insurance license with advanced designations preferred
Self-starter with demonstrated initiative and creativity. Exceptional communication & interpersonal skills - verbal and written.
Excellent customer service skills with the ability to effectively resolve client issues in a patient and timely manner.
Thorough understanding of Commercial Lines underwriting, coverages and captives preferred.
Comfortable researching and finding solutions to client concerns.
Excellent organization and prioritization skills and the ability to multi-task while working in a fast-paced environment.
Eager to work in a collaborative and innovative environment.