Commercial Lines Account Manager
Job description
Commercial Lines Account Manager (Full Time)
Palm City, Florida
About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 20 states and more than 1,400 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.
About Stuart Insurance
Established in 1981, Stuart Insurance has grown to become one of the Treasure Coast's largest and most trusted Insurance Agencies. From Fort Pierce, Port St Lucie, Jensen Beach, Palm City, Port Salerno, Stuart to Hobe Sound, our valued clients are proudly served with the most comprehensive and affordable insurance plans in Florida, be it home insurance, condo insurance or business insurance, Stuart Insurance is proud to please. We've earned our reputation and achieved this rapid growth by consistently finding cost-effective solutions for the insurance requirements of all our amazing commercial clients-all the time providing service with a wide smile and absolute satisfaction.
Come and grow with us! If you are knowledgeable and have high positive energy and a desire to provide the highest level of service and assistance to our clients to meet their commercial insurance needs, please apply for our position.
Job Summary/Objective:
The Commercial Lines Account Manager position is responsible for assisting Commercial Lines clients to ensure successful, long-term relationships with those clients. Candidates must be pleasant, have an excellent phone voice, excellent communication and written skills and a positive attitude. The goal is to build up strong positive relationships to ensure growth attainment and increase our firm’s reputation. You will sell, service and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.
Essential Functions:
- Maintain accurate records within agency management system and electronic files
- Initiate the renewal process
- Prepare ACORD applications and coordinate submissions, including loss runs, description of operations, loss summary
- Complete renewal process including notifying markets, binding coverage, obtaining signed renewal documents, etc.
- Prepare and maintain client facing presentation documents
- Review all renewal policies for accuracy and approval by the Team Leader/Producer
- Request renewal policy corrections
- Issue detailed certificates of insurance, including review of contractual insurance provisions
- Billing, premium financing and non-payment follow-up
- Build relationships with underwriters and secondary insured contacts
- Delegate tasks identified for Account Assistants to the appropriate individual and oversees the accuracy of their work
- Participation in client meetings to review/summarize day-to-day changes
- Review contracts/lease for impacts on insurance
Knowledge/Experience Required:
- Commercial Lines Property and Casualty Insurance Experience strong preferred
- High school diploma or equivalent
- 440 or 220 Florida Insurance license
Skills/Abilities Required:
- Proficient in Microsoft Outlook, Word, Excel and PowerPoint
- Ability to learn new systems quickly, experience with AMS360 a plus
- Strong organizational skills, including daily prioritizing and logical thinking
- Able to manage multiple projects simultaneously and successfully while expediting issues
- Ability to work in deadline-oriented environment
- Able to work with others in teams
Why Patriot?
Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
- Medical, Dental and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
- “Dress For Your Day” Casual Dress Code
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