Fisher Brown Bottrell Hiring For Personal Lines Account Manager Iii at Pensacola, FL, United States Full Time

Job Description

Overview:

The purpose of this job is to aid clients with service needs and provide assistance for Personal Lines coverage of new and renewal personal business.
Responsibilities:

• Services complex accounts and higher net worth clients. Pre-qualifies and analyzes prospective customers personal lines coverage needs. Recommends coverage and prepares rating quotes and proposals to sell new accounts
• Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contact
• Submits applications via Internet to appropriate carriers, and follows up to ensure timely receipt of policies or quotations
• Proactively services client accounts and anticipating clients’ needs. Informs clients of policy changes, exclusions of coverage and insurance coverage needs.
• Explains coverage and exclusions to clients. Uses service contact as opportunity to review and market appropriate coverage. Proactively works with and advises clients on renewal strategies/market placements/coverage issues. Maintains orderly electronic files and information, following agency standards
• Keeps informed regarding industry information, new product information, coverage, and technology to continuously improve knowledge and stay current. Communicates information/changes to the Personal Lines team.
• Assists the supervisor/manager in the daily operations of the team as related to workflow, training, procedures, and quantity of work assigned to team members.
• Other duties or responsibilities as assigned.

Qualifications:

• High school diploma required
• College degree preferred
• Must hold 220 Florida license or a Mississippi Property & Casualty License
• 5 years of insurance experience with Personal Lines in an agency environment or insurance company or 2 years in PL Account Manager II position or equivalent
• CPSR, AAI, ACSR, CISR, or equivalent designation required
• Working knowledge of agency management systems
• Understand and be able to explain all personal lines of insurance
• Knowledge of insurance company guidelines
• Knowledge of agency E&O guidelines and policies
• Self-starter, creative with excellent oral and written communication skills
• Ability to make timely informed decisions
• Time management skills
• Ability to supervise manage others
• Ability to train others