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Commercial Insurance Account Manager

Higginbotham
Lakeland, FL Full Time
POSTED ON 11/6/2024 CLOSED ON 12/20/2024

What are the responsibilities and job description for the Commercial Insurance Account Manager position at Higginbotham?

Stahl & Associates Insurance, a Higginbotham Partner, has an exciting opportunity for a Commercial Lines Account Manager to join our dynamic and growing team in Lakeland, FL.

We are looking for a knowledgeable and motivated insurance professional who can provide exceptional service to our commercial clients, while enjoying a collaborative culture and excellent work/life balance. Join our team and be part of our story! This individual will manage all aspects of servicing a robust book of middle market commercial P&C accounts. This position will manage all aspects of servicing a commercial P&C book of mid-market business, which includes schools, churches, non-profits and human services, and hospitality. The ideal candidate will be experienced with processing and renewal of policies and rating and quoting new and renewal business. Must also possess excellent customer service skills to answer policy and coverage-related questions. Other duties include checking accuracy of policies, processing endorsements, ensuring accurate and timely documentation of correspondence, applications, quotes and marketing information in accordance with company workflows and procedures, and preparing proposals and issuing certificates of insurance, as needed.

Skills:

  • Exceptional interpersonal and customer service skills to build client and carrier relationships
  • High level of ethics, professionalism and integrity
  • Strong organizational skills and attention to detail
  • Strong verbal and written communication skills
  • Ability to multi-task, prioritize and manage workflows and handle competing demands and priorities
  • Ability to take initiative, work independently and make sound decisions, following agency procedures, guidelines, and best practices

Required Experience:

  • At least 3 years independent agency experience preferred

Licensing and Credentials:

  • Active FL 2-20 Property & Casualty license required
  • Professional designations, such as CIC or CRIS preferred

Systems:

  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Applied Epic, CSR24 and/or AMS 360 experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Location: 

  • Lakeland, FL
  • In-office or Hybrid work schedule available for qualified candidates

        Perks & Benefits:

        • Generous employee benefits package which includes a robust wellness program  
        • Employee Ownership Opportunities
        • Career progression opportunity - the potential for growth within the company
        • Excellent work/life balance
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