Commercial Lines - Account Manager

Currently seeking a Commercial Account Manager to join our team for an exciting opportunity at Newman Crane, Orlando, FL, a part of The Hilb Group.

The Commercial Lines Account Manager will support assigned producers by placing and processing new business, account development, and renewal retention.

• Pre-Qualify new business. Review, analyze, and submit applications following agency marketing guidelines
• Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to re-market
• Prepare proposals and applications, submit to insureds and carriers (or marketing department);follow up to insure timely responses
• Assist clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures, and audits; document electronic file accordingly
• Provide technical support to Producer(s) to include survey policy coverage and identify cross-selling and upgrading opportunities
• Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of clients/prospects understanding of coverage
• Renew and re-market accounts as needed in conjunction with Producer(s) and agency standards
• Assist in design of insurance plans for clients. Visit key clients in person.
• Perform other duties as assigned

• Education – High School Diploma Required. Associates Degree or higher preferred
• Certification –Licensed Property and Casualty Agent. Candidate holds or is working toward industry designations, CIC/CPCU/CISR preferred
• Experience –Minimum of three years’ of Commercial Insurance experience.
• Complete knowledge of insurance practices and procedures of the agency and industry.
• Excellent prioritization skills, friendly, positive attitude willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with all staff and the general public; ability to work on highly detailed work under pressure and timelines
• Maintains a record of excellent client service and account management
• Experience in Microsoft Suite Products including Word, Excel and Outlook
• Displays natural ability for independent decision-making and role ownership
• Willingness to maintain continual education

Competitive benefits package including 17 vacation days, 2 discretionary days, 7 paid holidays, 401k, Medical, Dental, Vision, LTD, STD , Life Insurance available