Now Hiring - Commercial Lines Account Manager in Eustis, FL

Summary

This role requires Commercial Lines Account Management Experience, however is an Account Management role with potential to aggressively grow! Account Managers oversee and maintain accounts/policies for Producer Books of Business by effectively balancing Marketing and Service/Customer Service.

Operations / Functions

• Exhibits Merrill Insurance Core Values each day – Humbly Confident, Find a Way, Leave a Legacy
• Markets, Quotes, Binds, and Issues all accounts/ policies for new and renewal business in an accurate and timely manner
• Maintains renewal schedule to ensure all renewals are completed on-time
• Prepares proposals for assigned Producer(s) ahead of renewal and/or new business presentations
• Creates / Issues Certificates and/or Evidences of Insurance
• Assists Producer(s) in identifying cross-sell and/or up-sell opportunities to round accounts
• Communicates with clients in a professional and timely manner
• Reviews Premium Audit results and worksheets for accuracy and opens disputes with carriers when appropriate to do so.
• Handles account billing/cancellations/payments with carriers, premium finance companies, and agency
• Processes endorsement requests with carrier following correct workflow
• Manages claims for assigned Book of Business including, but not limited to – receiving first notice of loss from client,
• reporting claim to the carrier with speed and urgency, escalating when appropriate, communicating with the client, etc.
• Reviews dashboards and completes tasks as assigned
• Maintains a clear and efficient desktop (physical and digital) – scanning in and attaching confidential client information as appropriate, working open cases/tasks in accordance with departmental standards, processing assigned documents, etc.
• Documents all material conversations, transactions, and policy changes in Agency Management System
• Escalates policy, account, or customer service issues to Producer(s) or Management as necessary
• Assists with any other duties/tasks as assigned by management and teammates during overflow, vacations, lunches, and PTO as necessary
• Attends meetings, seminars, training sessions, and programs when assigned to learn about new products and services, learn new skills, and receive technical assistance. Includes researching and identifying opportunities to expand on own personal development and knowledge.
• Reports to office after natural disaster(s) to assist with claims when safe to do so.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Eustis, FL 32726: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• This is an in-office position. Do you currently reside in the Greater Orlando area?
• This position requires a 4-40 (or 2-20) Insurance License, are you able to provide yours upon interview? This should be verified with the State of Florida.

Work Location: In person