Senior Account Manager, Commercial Lines

Senior Account Manager, Commercial Lines

Franklin Street is currently seeking a
Senior
Account Manager
to join our Insurance Team in Tampa, FL.

The ideal candidate must possess
3-5 years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area. An active 2-20 Insurance license is required. Proficient in AMS 360 and Microsoft Office is preferred.

Position Overview:

The Senior Account Manager
will support the organization’s overall group of insurance agents by working with emerging agents and managing a book of business to enable the agents to reach a high level of production and provide exceptional customer service to our clients. This position will work in a corporate office.

• Oversees Client Support Associates’ and Account Managers’ daily duties as the team’s go-to person
• Enforces best practices by training, coaching, and leading by example
• Assists in interviewing and has input for open positions on the team
• Provides training to the team’s new hires
• Gives feedback on team members’ performance and reviews
• Addresses team and client issues and involves manager when appropriate
• Services, manages, retains, and grows an existing book of insurance business
• Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention
• Handles all day-to-day service work associated with the client accounts, including all endorsement activity and routine coverage questions
• Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtains any additional information to finalize bind requests from agents
• Markets renewals to carriers on behalf of clients and assists in marketing of new business
• Ensures policy renewals are performed prior to expiration
• Sends renewal letters and correspondence to clients throughout the year
• Identifies and maintains policy data entered into the agency management software system (AMS 360)
• Exercises discretion and independent judgment in significant matters related to the business and customer service – for example, has the authority to bind insurance coverage on behalf of clients on a regular basis
• Acts as backup to director for filing claims with carriers, following up with adjusters on updates on open claims, maintaining spreadsheets, and giving status updates to clients
• May accompany agent on client visits, presentations, and meetings
• Prepares/delegates and arranges delivery of certificates of insurance, policies, endorsements, and invoices to clients
• Records and reports loss notices to carrier
• Maintains strong lines of communication with the team
• Performs desktop publishing on a regular basis to assist in the creation of proposals
• Types and produces general correspondences, memos, charts, tables, graphs, and business reports, etc.
• Maintains strict confidentiality regarding company marketing and business matters
• Performs other duties as assigned

Requirements:

• 3+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area
• AMS 360 proficiency or similar industry software experience strongly preferred
• Advanced proficiency in MS Office suite including Excel, Word, Power Point, Outlook, and related software required.
• Strong written and verbal communication skills
• Must be organized, focused, and able to multi-task in a fast-paced, deadline driven business environment
• Strong analytical ability to gather and summarize data for reports, find solutions to various problems, and prioritize work
• Active insurance license is required in the state in which they reside.

About Franklin Street:

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project…