R.A. Brandon & Co. Insurance Agency
Commercial Lines Insurance Account Manager
hace 11 días
Coral Gables
Job Description We are thrilled to invite you to apply for the Commercial Lines Account Manager role at RA Brandon & Co, Miami's most trusted insurance agency. Our small but successful organization is dedicated to outstanding customer service and professionalism. The Account Manager will be the day-to-day liaison between the insurance company and their clients. In this role, you will have the chance to interact with a variety of interesting clients and you will work with a talented team of professionals, who are passionate about making a difference in the industry, and you will have the support to grow and develop your career. Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding policies. If you are eager to take on new challenges and make a positive impact, we would love to hear from you. We work 7.5 hour days and offer flexibility. Please send us your application and we will be in touch with you soon. We are looking forward to the potential of having you join our team! Job Duties: • Build and maintain relationships with clients., • Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence., • Conduct face to face meetings with the clients as necessary., • Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly., • Maintain client files in Applied TAM and use TAM for processing all transactions., • Process daily incoming mail., • Know the underwriting and rating procedure for all types of commercial lines policies., • Quote and sell commercial line policies., • Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients., • Prepare applications, submit them to insured’s and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses., • Renew policies by agency standards., • Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures., • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines. Position Requirements: • 3 or more years experience in Commercial Lines, hold a P&C 4-40 or 2-20 license in Florida., • Understanding of commercial insurance underwriting, coverage & rate analysis., • Knowledge of insurance coverage’s and an ability to communicate this clearly to clients and underwriters., • Good written and verbal communication skills in English and Spanish., • Ability to organize, prioritize and self-manage work load., • Computer literate with experience using Microsoft Word and Outlook., • Ability to work in a team environment, with a positive attitude, and willingness to help others., • Able to work under pressure and time constraints. Founded in 1960, RA Brandon & Co. Inc. is a leader in providing quality protection for hundreds of individuals, families and businesses throughout our state. Providing superior customer service and low rates along with our ability to understand our customer's coverage needs drives the success of our agency. By offering world class protection for Homes, Vehicles, Businesses, Properties and Valuables, we make sure that our clients are covered today as well as in the future so that they can focus on what is important to them and their familes. At R.A. Brandon & Co, Inc., our #1 job is to assist our customers in identifying their needs and problems, while putting together a customized plan that's simple and easy to understand. We take the mystery out of insurance and help our clients to make sense of it, so they can look forward to a brighter, more secure future. To do this we evaluate their specific needs, find the carrier that will give them the best value for their dollar, while supplying a superior standard of protection. The carriers we represent offer tested, reliable insurance products and excellent customer service. We make sure that the insurance companies that we represent have an outstanding reputation for fast, fair claims service.R.A. Brandon & Co. - Miami's most trusted insurance consultant - in 1960, RA Brandon & Co. Inc. is a leader in providing quality protection for hundreds of individuals, families and businesses throughout our state. Providing superior customer service and low rates along with our ability to understand our customer's coverage needs drives the success of our agency.\r\n\r\nBy offering world class protection for Homes, Vehicles, Businesses, Properties and Valuables, we make sure that our clients are covered today as well as in the future so that they can focus on what is important to them and their familes. At R.A. Brandon & Co, Inc., our #1 job is to assist our customers in identifying their needs and problems, while putting together a customized plan that's simple and easy to understand.\r\n\r\nWe take the mystery out of insurance and help our clients to make sense of it, so they can look forward to a brighter, more secure future. To do this we evaluate their specific needs, find the carrier that will give them the best value for their dollar, while supplying a superior standard of protection. The carriers we represent offer tested, reliable insurance products and excellent customer service. We make sure that the insurance companies that we represent have an outstanding reputation for fast, fair claims service.