Account Manager

FrankCrum•Clearwater, FL

39d

About The Position

We are happy to announce a full-time, licensed 2-20, Account Manager (Property and Casualty) position filled with many exciting opportunities! In this role, you will have the opportunity to impact the FrankCrum business everyday by being responsible for the day-to-day management of our mid-sized to largest and most complex client accounts. Play an essential role in business retention by building, expanding, and solidifying business relationships with existing and new clients based on your assigned book of business. You will have retention goals. Determine risk requirements by analyzing coverages, exposures, and loss experience. Take the necessary steps in placing coverage(s) required by the client, re-marketing when required, and adhering to binding authority set by the carriers. Negotiate with underwriters and carriers. Prepare and issue summaries of insurance, proposals, and binders of insurance. Answers customer questions regarding products and services by quickly diagnosing and solving the problem(s). Upselling and cross-selling opportunities by the sale of additional coverage(s) to clients to enhance client retention and relationship management. Provide marketing support to new business production and renewals when required. Handle day to day client inquiries and policy servicing (policy changes, endorsements, policy checking, contract reviews, etc.). Act as the first point of contact to the Customer Services Assistants by managing and directing them on how to handle inquiries, servicing, etc. and allocating the work amount between them. Assist Agency Manager with interviewing, selecting, and training employees. Provide insurance consultation or expert advice and ideas to the Agency Manager. Attend client meetings as required. Must keep current with insurance markets and changing coverages within the industry, including participating in insurer networking events.

Requirements

Florida 2-20 General Lines License in good standing
three (3) years of commercial insurance industry experience

Nice To Haves

Insurance Designation such as AAI, CIC, CPCU or other certifications/designations highly valued
knowledge of AMS360 considered an asset

Responsibilities

day-to-day management of our mid-sized to largest and most complex client accounts
building, expanding, and solidifying business relationships with existing and new clients based on your assigned book of business
analyzing coverages, exposures, and loss experience
placing coverage(s) required by the client, re-marketing when required, and adhering to binding authority set by the carriers
negotiate with underwriters and carriers
prepare and issue summaries of insurance, proposals, and binders of insurance
answers customer questions regarding products and services by quickly diagnosing and solving the problem(s)
upselling and cross-selling opportunities by the sale of additional coverage(s) to clients to enhance client retention and relationship management
provide marketing support to new business production and renewals when required
handle day to day client inquiries and policy servicing (policy changes, endorsements, policy checking, contract reviews, etc.)
act as the first point of contact to the Customer Services Assistants by managing and directing them on how to handle inquiries, servicing, etc. and allocating the work amount between them
assist Agency Manager with interviewing, selecting, and training employees
provide insurance consultation or expert advice and ideas to the Agency Manager
attend client meetings as required
keep current with insurance markets and changing coverages within the industry, including participating in insurer networking events

Benefits

Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
Dental and Vision Insurance
Short Term Disability and Term Life Insurance at no cost to the employee
Long Term Disability and Voluntary Term Life Insurance
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
Flexible Spending Accounts for Medical and Dependent Care Reimbursement
Health Savings Account funded by FrankCrum
Paid time off and holiday pay
Education Benefit Program at the IRS Maximum allowance
PTO cash out
Tickets at Work
Access to the Corporate America Family Credit Union
Employee and client referral bonus programs
Disaster Relief Fund for employees