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Job Description
As one of the largest family-owned agencies in Florida, Adcock-Adcock Insurance Agency represents a large number of highly respected insurance companies, letting us shop the insurance market with your individual needs in mind. We specialize in Tampa home insurance as well as auto, business and commercial, life and health coverages in Tampa Bay, St. Petersburg, Clearwater and surrounding areas in Florida. We understand that extraordinary service is always a priority. Our experienced, professional team stands ready to assist you with affordable coverage and low rate quotes.
Adcock-Adcock Insurance Agency, an Acrisure Agency Partner, is currently looking for a Commercial Lines Account Manager. We are proud to be an Independent Insurance Agency, with you the customer as our top priority. Since 1973, our goals have been to offer great pricing and products while maintaining a level of service to our customers second to none.
Essential Duties and Responsibilities:
- Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations.
- Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers; processes renewals in coordination with sales producers according to agency procedures.
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
- Reviews and summarizes marketing results and prepares proposals;
- Finalizes proposals and presentations in coordination with producers.
- Binds insurance coverage and prepares binders and or delegates certificates issuance;
- Reviews policies for accuracy and reviews contracts.
- Prepares summaries and/or schedules of coverage for clients;
- Schedules appointments with clients as requested by sales producers.
- Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers.
- Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers.
- Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Prepares summaries of insurance, schedules and proposals for clients and prospects when needed.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verifies policy and policy change information, facilitating corrections when necessary;
- Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
- High School Diploma or the recognized equivalent is required.
- Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required.
- State of Florida 2-20 or 4-40 Insurance License, required
- Bi-lingual (Spanish and English) preferred but not required
Technology Skills:
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
- AMS360 Agency Management experience preferred but not required.
Other Qualifications:
- Able to work independently and enjoy a high degree of interaction with team members
- Self-motivated and driven
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
- Demonstrates excellent time management and prioritization skills
- Attention to detail and commitment to a high level of accuracy
- The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate stress due to regular deadlines and daily challenges.
- High finger dexterity while typing documents and forms
- Occasionally lift up to 20lbs.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Work is done in a temperature-controlled, non-smoking office.
- The noise level in the work environment is usually moderate.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
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