The Account Manager at KEEN BATTLE MEAD & COMPANY is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.
Benefits/Perks:
Competitive Pay with excellent Benefits: Group Health, Dental Vision Insurance
401K, PTO and Supplemental Benefit Products
Professional Development- CE
Responsibilities
Individual should be able to handle overall commercial account maintenance including marketing of accounts, maintain accounts organized and up to date with upcoming renewals and daily account and client service. Capable to cross sell and account develop existing line of coverage to protect the agency and customer.
Rate accounts online
Complete supplemental applications
Prepare underwriting documents such as SOV, cost estimators and spreadsheets
Execute and manager outstanding orders including invoicing, endorsements, etc.
Review client audits, verify and facilitate corrections as needed
Create proposals and master certificates
Review th daily "TO Do's" in Worksmart and AMS
Qualifications
Hold the insurance license required(220) and have a minimum of 7 to 10 years of commercial lines insurance account management experience.ee or comparable work experience.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
AMS 360 and Worksmart experience preferred.
Numbers & Facts
Location
Miami Lakes, FL
Job Type
Full-time
Skills
Billingunmatched
Communication Skillsunmatched
Computer Skillsunmatched
Cross-Sellingunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Develop and Maintain Customersunmatched
Health Insuranceunmatched
Insuranceunmatched
Insurance Salesunmatched
Marketingunmatched
Order Managementunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Proposal Writingunmatched
Salesunmatched
Sales Managementunmatched
Time Managementunmatched
Underwritingunmatched
Vision Planunmatched
Writing Skillsunmatched
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