Franklin Street is currently seeking a Senior Account Manager to join our Insurance Team in Tampa, FL.
The ideal candidate must possess 3-5 years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area. An active 2-20 Insurance license is required. Proficient in AMS 360 and Microsoft Office is preferred.
Position Overview:
The Senior Account Manager will support the organization’s overall group of insurance agents by working with emerging agents and managing a book of business to enable the agents to reach a high level of production and provide exceptional customer service to our clients.
- Oversees Client Support Associates’ and Account Managers’ daily duties as the team’s go-to person
- Enforces best practices by training, coaching, and leading by example
- Assists in interviewing and has input for open positions on the team
- Provides training to the team’s new hires
- Gives feedback on team members’ performance and reviews
- Addresses team and client issues and involves manager when appropriate
- Services, manages, retains, and grows an existing book of insurance business
- Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention
- Handles all day-to-day service work associated with the client accounts, including all endorsement activity and routine coverage questions
- Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtains any additional information to finalize bind requests from agents
- Markets renewals to carriers on behalf of clients and assists in marketing of new business
- Ensures policy renewals are performed prior to expiration
- Sends renewal letters and correspondence to clients throughout the year
- Identifies and maintains policy data entered into the agency management software system (AMS 360)
- Exercises discretion and independent judgment in significant matters related to the business and customer service – for example, has the authority to bind insurance coverage on behalf of clients on a regular basis
- Acts as backup to director for filing claims with carriers, following up with adjusters on updates on open claims, maintaining spreadsheets, and giving status updates to clients
- May accompany agent on client visits, presentations, and meetings
- Prepares/delegates and arranges delivery of certificates of insurance, policies, endorsements, and invoices to clients
- Records and reports loss notices to carrier
- Maintains strong lines of communication with the team
- Performs desktop publishing on a regular basis to assist in the creation of proposals
- Types and produces general correspondences, memos, charts, tables, graphs, and business reports, etc.
- Maintains strict confidentiality regarding company marketing and business matters
- Performs other duties as assigned
Requirements:
- 3+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area
- AMS 360 proficiency or similar industry software experience strongly preferred
- Advanced proficiency in MS Office suite including Excel, Word, Power Point, Outlook, and related software required.
- Excellent customer service skills
- Strong written and verbal communication skills
- Must be organized, focused, and able to multi-task in a fast-paced, deadline driven business environment
- Strong analytical ability to gather and summarize data for reports, find solutions to various problems, and prioritize work
- Bachelor’s degree preferred
- Active insurance license is required in the state in which they reside.
About Franklin Street:
Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide.
Make your next career move with Franklin Street. With seven lines of business and six offices across Florida and Atlanta, that perfect opportunity you’ve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.
Learn more about Franklin Street and our award-winning culture at www.FranklinSt.com.
Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.
Must be able to successfully pass pre-employment (post-offer) drug screen and background check.
Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.
