Lead day-to-day service and stewardship of a designated book of large and complex commercial accounts, ensuring all client needs are addressed in alignment with agency procedures and service standards
Job Summary
Lead day-to-day service and stewardship of a designated book of large and complex commercial accounts, ensuring all client needs are addressed in alignment with agency procedures and service standards.
Serve as a strategic partner to Producers and Account Executives, communicating key account developments, identifying potential service issues, and elevating risks or concerns to leadership when appropriate.
Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Matching Summary
Lead day-to-day service and stewardship of a designated book of large and complex commercial accounts, ensuring all client needs are addressed in alignment with agency procedures and service standards.
Skills & Requirements
Must-have
Commercial Lines insurance coverages
client service and stewardship
policy audits and accuracy
issue coverage documents
agency management system
commercial insurance policy language
Nice-to-have
strategic partnership with Producers
mentorship to junior team members
continuous improvement initiatives
entrepreneurial spirit
cutting-edge technology
Key Requirements
5+ years experience in Real Estate/Condo market
Florida commercial lines P&C license
High School diploma required
Associate Degree or higher preferred
CIC, CPCU or special training course completion a plus