Construction Account Manager

Construction Account Manager

The James Allen Companies Inc.

Are you interested in growing your insurance career? Do you have a strong desire to help others protect their future? Do you possess an entrepreneurial spirit and are challenged by the opportunity to grow the business and your earning potential?

Our client is a well-respected and long-established independent insurance agency located in Sarasota, Florida. We are looking for highly motivated insurance professionals with Construction experience to join our Commercial Lines team as an Account Manager / Account Executive. The successful candidates will join an experienced team of professionals committed to providing world-class service to our clients every day.

PRIMARY FUNCTIONS:

Help guide and support our customer’s needs and provide them with innovative solutions while servicing accounts and developing efficient, profitable Commercial Lines Construction Division.

MAJOR RESPONSIBILITIES:
  • Manage and service an assigned book of varied commercial businesses.
  • Account servicing includes but is not limited to preparing applications for new and renewal business, marketing renewals and new business, claims assistance, requesting and reviewing company-produced endorsements for accuracy, invoicing, preparing proposals, and following up on open items/diaries.
  • Review all applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines.
  • Handle service items, including policy changes, certificates of insurance, billing, etc.
  • Builds and maintains the highest degree of relationships between customer, producer, agency, and company personnel
  • Communicates and delivers the best customer service even to the most challenging client
  • Perform data entry functions in the agency management system and/or specific rating and underwriting system.
  • Participate in seminars and classes for skill and knowledge development.
  • Performs all other related duties as assigned by the Division Manager.
QUALIFICATIONS:
  • 2-20 license Required
  • 3+ years experience with an agency or industry
  • Office experience, including MS Office
  • Industry Designation and ongoing education are a plus.
OTHER QUALIFICATIONS:
  • Able to work independently and enjoy a high degree of interaction with team members
  • Self-motivated and driven
  • Demonstrate effective written and verbal communication, including the ability to actively listen and problem-solve with minimal assistance.
  • Demonstrate excellent time management and prioritization skills
  • Attention to detail and commitment to a high level of accuracy
  • The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
  • Ability to maintain a professional demeanor and positive attitude
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