Commercial Insurance Account Representative

Single Source Insurance Inc

Commercial Insurance Account Representative

Clearwater, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Company parties

    Competitive salary

    Dental insurance

    Free food & snacks

    Health insurance

    Opportunity for advancement

    Paid time off

    Vision insurance

    The Commercial Account Representative will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.

    This is a full-time remote position for candidates with AMS360 experience only. Candidate must possess a Non-Resident Florida Insurance License. Minimum 3 Years Commercial Experience. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Occasionally over-time may be requested. Some weekend event participation may be required.

    This position has supervision responsibility of a virtual assistant.

    Minimal to zero travel required. Travel to local events may be required. Occasional travel to agency offices may be required.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Qualifications

    Knowledge on all lines of business including General Liability, Workers Compensation, Commercial Auto, Commercial Property, etc.

    Accurately file and maintain client data and activities in the agency management system

    Collect all information needed for quotes

    Shop new and renewal business accounts through insurance market within agency timelines and deadlines

    Use our Superior variety of Carriers to multi-line up-sell current book of business.

    Market accounts to insurance carriers and/or provide required information to Commercial Sales Agents.

    Finalize and confirm all needed items and documents prior to reaching out to insured

    Make and receive calls to agency insureds in a professional and courteous manner

    Independent servicing of assigned book of business.

    Other duties as assigned

    Competencies

    Understanding of Commercial Insurance Rating Factors

    Communication proficiency in person, by phone and through emails with team members and insureds

    Ethical Conduct

    Flexibility

    Initiative

    Excellent Time Management

    Required Education and Experience

    Florida Non Resident Insurance License Proficiency with Vertafore AMS360 3+ Years in a Commercial Account role

    2+ Years in a professional office environment

    Proficiency with Microsoft Outlook, Word, and Excel

    Preferred Education and Experience

    4 Year college degree

    This is a remote position.