Now Hiring - Prestige Planning, LLC. - Account Manager (Private Client & small Commercial) in Lakewood Ranch, FL

Full description of the position

Company: Prestige Planning About Us : At Prestige Planning, we are more than just a risk management and financial planning firm. We are a close-knit team dedicated to fostering a culture of Forward-thinking, Collaboration, and Consistency. Located in the beautiful Sarasota and Lakewood Ranch area, we are committed to helping our team members grow professionally and find true fulfillment in their careers. Why Join Us? * Vibrant Culture: Enjoy a supportive and dynamic work environment where your contributions are valued. * Professional Growth : We invest in your ongoing professional development to help you stay ahead in the evolving marketplace. * Work-Life Balance : Benefit from flexible working hours with remote work options on Fridays. Position Overview: We are seeking a passionate Property and Casualty Account Manager to join our team and serve our high-net-worth clients. This full-time position offers in-office hours from Monday to Thursday, 9:00 AM to 5:00 PM, and remote hours on Friday, 9:00 AM to 1:00 PM. Key Responsibilities: * Client Relationships : Build and maintain strong relationships with clients and carriers through phone, email, and in-person interactions. * Quoting and Renewals: Prepare and process quotes and renewal remarkets, and present proposals to clients. * Client Support : Assist clients and staff with service questions related to administration, billing, claims issues, and problem-solving. * Renewal Management : Collaborate with advisors and team members to monitor and manage the renewal process, providing analysis and recommendations. * Meetings and Presentations : Coordinate and attend meetings with clients and producers to present renewals and support documents. * Documentation : Organize files and documentation in SharePoint and EZ Lynx, and update policies and log activities in the Agency Management System. * Processing: Handle new and renewal business changes, invoice premiums, and maintain daily client processing functions. * Client Books: Prepare new business PPRM client books and renewal comparison binders. Mandatory Qualifications: * Minimum one year of Property and Casualty experience or equivalent * Minimum 4-40 state-issued license (2-20 preferred) * Strong written and verbal communication skills * Excellent problem-solving and organizational skills * Proficiency in basic computer applications (Microsoft Office) Preferred Qualifications: * Three years of industry-specific experience * Team player with a collaborative mindset * Experience with EZ Lynx Agency Management system * Both personal (HNW) and small commercial industry knowledge and experience Ideal Candidate: * Personable and Empathetic : You enjoy building rapport and collaborating with clients and insurance companies. * Team-Oriented : Energized by team success and measure your success by the success of others. * Detail-Oriented: Attentive to detail and committed to providing excellent service. * Eager to Learn : Willing to step out of your comfort zone and learn new concepts through online tutorials and other resources. * Industry Passion: Experience or a strong desire to grow in the property casualty industry. Benefits: * Health Insurance : We cover 50% of your employee premium. * Paid Time Off: Enjoy a healthy work-life balance with paid time off. * Team Celebrations: Participate in all-staff birthday lunches and our annual staff Christmas party. * Professional Development: Continuous opportunities for professional growth and skill enhancement. * Retirement Plan: Company matched 401K Salary: * $45,000.00 - $55,000.00 per year Job Type: Full-time Pay: $45,000.00 - $55,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Paid time off * Vision insurance Schedule: * Monday to Friday License/Certification: * insurance license (Required) Ability to Commute: * Lakewood Ranch, FL 34202 (Required) Ability to Relocate: * Lakewood Ranch, FL 34202: Relocate before starting work (Required) Work Location: In person