Commercial Insurance Agent (2-20) Position Available In Indian River, Florida

Commercial Insurance Agent (2-20) Levay Mack Insurance Group, Inc. Vero Beach, FL 32960

Position Summary :

Provide prompt, accurate and courteous service to clients and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth working with management and other personnel on special projects or duties as directed.

Major Responsibilities:

Primarily responsible for small to mid-size commercial lines accounts. Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals. Prepare all change requests, review audits and policies for accuracy. Setup and prepare new account files in AMS360 per agency procedures. Invoice all agency bill transactions. Review all renewals with your assistant. Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures. Respond to all carrier memos and process any necessary updates. Prepare and process client requests with your assistant, including ID cards, evidence of property, certificates of insurance, and binders. Review policies and related documents for accuracy and deliver policies to insureds as needed. Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate. Review monthly reports- Aged Receivable, renewal/expiration’s, and Suspense reports in a timely manner.

Performance Expectations:

Service Company and clients in a manner to avoid potential exposure to E&O claims. Alert management of incidents that may require management assistance or approval. Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours. Process client requests (e.g. ID cards, certs, binders) within 24 hours of request. Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360. Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations. Participate with management and other departments/personnel on special projects and other duties as needed. Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.

Minimum Qualifications/Requirements:

Active 2-20 Florida P&C License required. Professional designation is a plus. Knowledge of AMS360 system or similar agency management system. Good listening skills, attention to detail, and a positive attitude are essential. Knowledge of commercial insurance and products.

Experience:

Relevant:

3 years (Preferred)

Commercial Insurance:

3 years (Preferred)

Job Type:

Permanent Pay:

$60,000.00 – $80,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person