Account Manager-PL

Company: Assured Partners
Location: Boynton Beach
Posted on: May 19, 2023

Job Description:

Overview

The Account Manager is responsible for account support at the direction of senior team members. The Account Manager provides customer service by handling the day-to-day operations of clients' insurance need and works with various team members to deliver proper insurance and risk management services for clients.

The Ideal Candidate

* You have strong critical thinking skills and focus on accuracy
* You enjoy supporting a team and have strong customer service skills
* You have great communication skills (verbal & written)

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

* Client Support
* Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.
* Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.


* Account Management
* Maintains files with proper records according to company procedures. Follows company procedures to achieve positive audit results.
* Ensures accuracy of account information for new and renewal policies in accordance with client requests, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies.
* Reviews all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner.
* Monitor renewal premium increases for remarketing based on the agency's retention strategies.
* Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.


* Insurance Expertise
* Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews quotes for gaps and assists with inquiries from the carrier.
* Attend training and seek self-directed learning to continue education in industry and technical knowledge.


* Other duties as assigned.

What's in it For You?

To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:

* Hybrid Schedule
* Competitive base salary
* Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
* Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
* Company match 401(k) plan - 50% up to 6%!
* Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
* Opportunity to prioritize your mental health with 24/7 access to licensed therapists
* Pet benefits & discounts
* Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

What You'll Need

* 2-5 years of related experience and/or training preferred
* Property and Casualty License
* Working knowledge of available personal lines coverages based on business and industry
* Proficient in providing client service through electronic, telephone, and in-person interaction
* Problem solving skills; strong written and verbal communication skills
* Proficient in use of Agency Management software, or demonstrated skill at quickly learning newsystems
* Proficient in use of Microsoft Office or similar software, including spreadsheet and presentationsoftware
* Preference for French Canadian speaker

Grow, with us

AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

Keywords: Assured Partners, Boynton Beach , Account Manager-PL, Executive , Boynton Beach, Florida