Commercial Account Manager - Retail Agency
About The Position
The FrankCrum Insurance Agency (FCIA) is a local family-owned Commercial Retail Agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success. We are growing and looking for a full-time, licensed 2-20, Commercial Account Manager - (Property and Casualty) position! 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 with the potential for future growth.
Requirements
- Florida 2-20 General Lines License in good standing
- Three (3) years of commercial insurance industry experience
Nice To Haves
- Insurance designations such as AAI, CIC, CPCU, or other certifications/designations (highly valued)
- Knowledge of AMS360 considered an asset
Responsibilities
- 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 Services Team 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 needed.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
