We're excited to continue solidifying that foundation as we are looking for a Private Client Account Manager to join our growing team in West Palm Beach, FL!

The Account Manager will handle a client portfolio and work with producers/sales professionals and teammates to service new and existing clients, help maintain positive client relationships, and provide high quality of service to assigned accounts with a focus on the profitability of the business to the agency.

How You Will Contribute

• Build, expand, and solidify relationships with customers at all levels within the company and lead appropriate resources to address the customer’s needs – including risk identification and resolution of underwriting or policy issues.
• Process daily mail, faxes, and e-mails, for assigned accounts.
• Enter all required data into AMS 360 and Image Right to maintain current file data on all assigned accounts.
• Renewal marketing, including quoting, of assigned personal lines risks.
• Prepare and process binders of insurance, policies, endorsements, evidence of property insurance, auto ID cards, and cancellations as defined in the company procedure manual.
• Maintain suspense or follow-up system for correspondence and all transactions.
• Prepare agency-billed billings and/or invoices on a timely basis.
• Advice accounting of the appropriate posting of money received on assigned accounts.
• Assist in the collection of premiums as defined in the procedure manual.
• Develop and maintain working relationships with the various company underwriters.
• Maintain up-to-date knowledge of the various carriers’ rating plans and programs.
• Maintain knowledge of the carrier’s coverage
• Maintain favorable relationships with customers, producers, and employees.
• Develop and maintain strong technical knowledge of personal line coverages and trends.

Licenses and Certifications:

• Active Property & Casualty 2-20 License

Skills & Experience to Be Successful

• 2-4 years in a similar role
• Strong negotiation and problem-solving skills
• Strong organization and prioritizing skills
• Ability to initiate and foster customer rapport.
• Proficiency in Microsoft Office 365
• Familiarity with AMS 360 and image right preferred