Job Title: Commercial Lines Account Manager

Department/Agency: Johnson Brady

Location: Tequesta, FL

Job Summary:

We’re looking for a Commercial Insurance guru to deliver top-notch service to clients, and act as their day-to-day contact for troubleshooting issues and help making decisions that will take their business and to the next level. Think of it this way: If this were a crime investigation television show, you’d be the person back at HQ with the weird glasses, a headset and lots of computer monitors doing all the things to make things go smoothly for the team out in the field.

What you’re going to do

• Provides support to sales team in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations.

• Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers; processes renewals in coordination with sales producers according to agency procedures.

• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.

• Reviews and summarizes marketing results and prepares proposals.

• Finalizes proposals and presentations in coordination with producers.

• Binds insurance coverage and prepares binders and or delegates certificates issuance.

• Reviews policies for accuracy and reviews contracts.

• Prepares summaries and/or schedules of coverage for clients;

• Schedules appointments with clients as requested by sales producers.

• Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers.

• Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.

• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

• Prepares summaries of insurance, schedules and proposals for clients and prospects when needed.

• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

• Verifies policy and policy change information, facilitating corrections when necessary.

• Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.

• Work collaboratively with teammates to ensure exceptional client service. One team, one dream is something we say a lot and we mean it.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

The Qualifications You Need

• High School Diploma or the recognized equivalent is required.

• Minimum 2+ years experience in the Commercial insurance industry or similar role, required.

• State of Florida Insurance License, required or willing to obtain within 90 days of hire.

• Demonstrated ability to collaborate with diverse individuals — teammates and clients alike.

• Exceptional verbal and written communication skills.

• Solid proficiency with high-level knowledge of Microsoft Office Suite. You need to know how to work in all of the programs, but Excel is especially important.

What We Offer

• A culture of teamwork, positivity and caring.

• Benefits and rewards that enable you to:

  • Manage your health;

  • Improve your wellness;

  • Make your financial future more secure;

  • Learn and grow as a professional.

• Work-life balance that’s right for you.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.