ThompsonBaker Agency, Inc. is a full-service agency in St. Augustine, FL, offering personalized insurance, business coverage, and financial services since 1925. Our agency focuses on meeting the unique needs of our clients in the St. Augustine area.
Role Description
This is a full-time on-site role for a Commercial Lines Account Manager at ThompsonBaker Agency, Inc. The Account Manager will be responsible for managing commercial lines coverage, providing excellent customer service, and overseeing insurance accounts on a day-to-day basis.
When you join us, we expect you to:
Cultivate strong relationships with - and serve as the main point of contact for your portfolio of clients, key vendors, and carriers.
Respond to clients, insurance carriers, sales team, and supervisors' correspondences and requests in a timely, effective, and professional manner.
Research and present answers to client questions about their policies and coverage.
Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
Analyze and compare current exposures to develop renewal or new business specs for marketing.
Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.
Prepare proposals with the help of the sales team for client presentations.
Execute accurate invoicing and financing tasks to meet deadlines.
Process and check policies, endorsements, endorsement requests, and audits for accuracy.
Manage, submit, and follow-up with claims throughout the claims process.
Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.
Identify opportunities to cross-sell additional lines of insurance where appropriate and applicable.
Qualifications
Strong knowledge of industry regulations, trends, technology and best practices
Account Management and Customer Service skills
Excellent verbal and written communication skills
Thrives on autonomy and in a high-volume environment
Growth mindset, positive attitude, and client-centric work ethic
Highly-organized and strong time management skills with ability to multitask and prioritize effectively
Relevant certifications such as CIC or CISR are a plus