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Account Manager - Commercial Lines

The Hotaling Group
3.6 out of 5 stars
Miami, FL 33172
Hybrid work

Benefits
Pulled from the full job description

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance

Full job description

Creates signature service interactions with clients by responding in a timely manner to inquiries and listening for additional opportunities to address their coverage needs.

  • Proactively owns and manages assigned book of business.
  • Supports Producers in addressing client questions and/or concerns.
  • Utilizes strong knowledge of commercial lines coverage to review and proactively process renewals and upgrade coverage levels.
  • Ability to interpret complex contract verbiage into relatable data points.
  • Effectively processes all endorsement requests, cancellations, billing inquires, and day to day service-related issues in a timely manner, adhering to best practices standards and communicating such process to the client, as necessary.
  • Solicit and/or cross sell additional coverage required to effectively round out the

account.

  • Provide policy and exposure analysis and/or assessment to determine appropriate

coverage options to ensure client is adequately insured.

  • Address complex coverage issues in a creative solution motivated manner
  • Maintain organizational efficiency through continual business process

improvement.

  • Ensure client data integrity through accurate data entry, file maintenance and

professional business communication.

  • Assists Property & Casualty team proactively and assists with a variety of

administrative duties.

  • Initiates action to help the team achieve organizational goals in production and

client satisfaction. • Be a self-starter and willing to take “ownership” of day-to-day
service issues related to assigned book of business.

  • Maintains professional development and certification through active learning opportunities.
  • Expand professional development to keep abreast of changes in the insurance

industry as a whole.

  • Network with other insurance professionals to maintain competitive market

intelligence.

  • Research changes on insurance company underwriting guidelines, products and

policy conditions that may affect the member’s business operations.

  • Stays abreast of changes within the industry relating to services and procedures.
  • Participates and attends community relations activities per business needs.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Experience level:

  • 4 years

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Commission pay

Travel requirement:

  • No travel

Education:

  • Bachelor's (Preferred)

Experience:

  • Account Management: 4 years (Required)

License/Certification:

  • Property & Casualty License (Required)

Ability to Relocate:

  • Miami, FL 33172: Relocate before starting work (Required)

Work Location: Hybrid remote in Miami, FL 33172