Personal Lines Account Manager

Bouchard Insurance Sarasota, FL
Bouchard Insurance is consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

Bouchard Insurance is looking for a Personal Lines Account Manager to service, sell and retain client accounts assigned to the Client Response Team.

A DAY IN THE LIFE OF A PERSONAL LINES ACCOUNT MANAGER:

* Receive phone calls and office visitors requesting changes to existing coverage and/or new policies. Determine acceptability and placement, complete applications or endorsement requests and collect premium when applicable

* Service a high volume of accounts independently utilizing carrier websites and online rating systems

* Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices

* Receive incoming leads, market and write business for new customers.

* Maintain automated follow-up and suspense on outstanding orders and correspondence

* Knowledge of underwriting and rating procedures for all types of personal lines policies including performing underwriting functions wherever and whenever necessary

THE IDEAL CANDIDATE WILL HAVE:

* Current Florida 2-20 or 20-44 License or willingness to obtain

* College degree desirable; or equivalent combination of education and experience

* Minimum two years' experience with knowledge of insurance markets and underwriting procedures

* Comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required

* Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

* Ability to explain complex issues, receive and interpret complex information and respond appropriately

WHY YOU'LL LOVE BOUCHARD:

* Personal growth

* Amazing clients and coworkers

* Comprehensive benefits

* Focus on community service

* Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

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