REMOTE ACCOUNT MANAGER
We are seeking a full time Remote Account Manager to service a book of business. This will be a contract position for approximately $70,000 a year. Average account size ranges from $1500 - $50,000.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to:
- Review & import producer's application into AMS360
- Market new and renewal business, review quotes & prepare a proposal
- Prepare forms for binding, invoices, financing, ID cards, binders, and other items as required to binding coverage or service the account
- Prepares policies for delivery to clients
- Request and process endorsements, audits, inspection correspondence, etc.
- Responds to client inquiries
- Communicates with company personnel regarding the client's needs and/or issues
- Input/maintain data on account management system and ancillary systems as required
- Provides quality customer service to clients, team members, and carriers
WORK EXPERIENCE REQUIREMENTS
- Minimum three (3) years of demonstrated proficiency in Commercial P&C Insurance
- Florida 220 License Required
- AMS360 Agency Management System experience required
- Exceptional customer service skills
- Excellent organizational, interpersonal, communication skills
- Strong data entry skills
- Ability to exercise independent judgment
- Proficient in Microsoft Word, Excel, Outlook, and internet utilization
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Lenise Zika, owner
Closson Insurance
M: 407-810-9800
P: 407-898-2211
Winter Park, FL 32789
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