Optimum RTS - Commercial Account Manager
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Commercial Account Manager

Location : Boca Raton
Job Type : Contract to Direct
Hours : Full Time
Travel : No
Relocation : No
Job Industry : Insurance
Job Category : Insurance

Job Description :

Insurance Agency in Boca Raton is growing and seeking an exceptional individual with proven discipline and commitment to join our team as Client Account Manager for our Commercial Lines Team. The Client Account Manager will work closely with the Commercial Lines Team Leader and Commercial Producers to achieve Agency sales goals and service standards.

Duties and Responsibilities:

Answer and process all telephone and email requests for assigned accounts in a timely manner.

Develop and maintain strong technical knowledge of commercial lines coverages and rating.

Enter all required data into agency management system to maintain current file data on all assigned accounts.

Review Commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.

Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits and cancellations.

Process premium finance agreements as needed.

Prepare billings and/or invoices on a timely basis.

Advise accounting of the appropriate posting of moneys received on assigned accounts.

Assist in the collection of premiums and audits.

Provide back-up to other Account Managers as assigned.

Develop and maintain working relationships with various company underwriters.

Maintain favorable relationship with clients, producers and employees.

Required Qualifications :

Required Skills:

2-20 Florida P&C License

Experience working in Commercial Lines Customer Service or Account Management, Preferred

Exceptional telephone skills

Computer knowledge and proficient with MS Office 365

Ability to multi-task.


Team Player

Qualities that include being driven, self-starting, strong work ethic

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