Commercial Insurance Account Manager

$55,000 - $75,000/Yr

Mulling Insurance Agency - Auburndale, FL

Full-time - Mid Level

Hybrid - Auburndale, FL

11-50 employees

Insurance Carriers and Related Activities

About the position

The Commercial Insurance Account Manager at Mulling Insurance Agency is responsible for providing exceptional support to commercial clients in a hybrid work environment. This role involves technical support, client interaction, and ensuring accurate insurance coverage while contributing to the agency's commitment to community and integrity.

Responsibilities

• Provide technical support to producers by analyzing client needs, reviewing coverage forms, and obtaining quotations.
• Accompany the Sales Executive on prospect and client meetings as requested.
• Complete and submit applications to carriers, ensuring timely receipt of quotations and policies.
• Issue and verify binders, certificates, policies, and endorsements, and forward them to clients with necessary correspondence.
• Determine and manage billing, invoicing clients, and handling collection tasks.
• Prepare insurance summaries, schedules, and proposals as required.
• Process renewals, reviews, and audits of policies to ensure accuracy and initiate corrections when needed.
• Address and resolve requests for cancellations, acting to retain accounts where possible.
• Identify loss exposures and recommend suitable coverage options alongside producers.

Requirements

• 2-3 years of experience as a commercial insurance account manager
• Active Florida Insurance License
• Proficiency with an agency management system
• Excellent attention to detail and ability to prioritize tasks
• Strong multitasking skills and a collaborative team-oriented approach
• Effective written and verbal communication skills
• Critical thinking abilities for problem-solving and decision-making

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid holidays
• Paid sick time
• Quarterly bonuses ranging from $1,500 to $6,000 based on growth in the commercial department
• Paid volunteer days
• Continuing education opportunities
• Career growth opportunities
• Hands-on training
• Paid Time Off (PTO)
• Christmas Bonus (equal to one week's pay)