JOB SUMMARY:The Account Manager will provide support to clients and the Account Executives in obtaining, maintaining, and servicing commercial lines accounts. This position requires to meet the overall needs of the clients.
RESPONSIBILITIES:- Generates evidence of insurance for insureds, mortgages, and lessors.
- Processes endorsements across several different lines of insurance by adding/deleting vehicles and drivers, mailing addresses, contact information, premise addresses, etc.
- Retrieves policy documentation from various insurance portals for Account Executive review.
- Responsible for taking payments, handling cancellations, and updating clients.
- Creates and maintains summaries of insurance.
- Sends policies to insured.
- Answers insurer's inquiries about their insurance.
- Conducts audits.
- Reviews and processes loss run requests.
- Drafts and sends close out letters.
- Presents assets to several markets, comparing quotes to then present the best options to our clients.
- Follows up to ensure the policy has been bound and no further action is needed.
- Responsible for renewals and taking renewals out to market.
- Prepares client renewals and new business strategies, including proposals and presentations.
- Provides client support with all levels of client's decision-makers as well as the day-to-day technical client representatives.
- Follows up with clients to address their needs and resolve any issues or concerns.
- Other duties as assigned.
JOB REQUIREMENTS:- Must have a valid Florida state 4-40 license; 2-20 license preferred.
- 1-2 years of experience in insurance client support.
- Excellent customer service tone and good work ethic.
KNOWLEDGE, SKILLS, AND ABILITIES:- Strong technical knowledge of coverage in all commercial lines insurance.
- Knowledge of EPIC system a plus.
- Knowledge of commercial insurance and products.
- Ability to work independently but also assists members of the team.
- Ability to always maintain professional manner.
- Strong Microsoft Word, Outlook and Excel knowledge,
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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