Fortitude Insurance Solutions · 1 month ago
Commercial Insurance Account Manager
Fort Lauderdale, FL
Full-time
Onsite
Entry, Mid Level
$50K/yr - $75K/yr
2+ years expFortitude Insurance Solutions is seeking a Commercial Insurance Account Manager to oversee client accounts and foster strong client relationships. The role involves collaborating with internal teams to provide customized solutions, promoting business growth, and ensuring client satisfaction through various account management tasks.
Insurance
Responsibilities
Build, develop and maintain strong, long-lasting client relationships by understanding their business needs and providing personalized strategic solutions
Serve as the main point of contact for clients and producers, addressing issues and resolving concerns promptly
Identify opportunities for upselling and cross-selling additional services or products to existing clients
Ensure accurate client billing and collections of premiums
Working in various carrier management systems to process policy renewals, endorsements, certificates, cancellation and claims in a timely manner
Prepare regular reports for clients and producers as needed in a timely manner
Maintain agency management systems ensuring client records and correspondence are accurate and complete
Assist with sales efforts by identifying client needs and participating in client meetings if needed
Resolve client inquiries and complaints regarding insurance products, policy changes, and billing issues
Assist with implementation of account strategies to achieve objectives and ensure overall client and producer satisfaction
Collaborate with sales, marketing, and product teams to deliver high-quality services and solutions to clients and producers
Ensure accurate information and record keeping minimizing potential E&O or other regulatory violations
Answer telephones and assist callers
Promote a paperless environment whilst maintaining client satisfaction
Respond to emails in a timely and accurate manner
Policy and endorsement checking
Other duties as assigned by management
Qualification
Required
2-20 license or willing to obtain one within 90 days of hire
2-3 years of account management experience
P&C industry knowledge
Proficient in the use of MS Office Suite (Word, Excel, Outlook, PowerPoint, OneDrive)
Ability to identify opportunities for account growth
Strong problem-solving abilities and attention to detail
Fluent in English
Preferred
Bachelor's Degree a plus
Experience using AMS360, DocuSign and InsuredMine preferred
Spanish a plus
Team player and customer first mindset
Ability to multi-task and work independently
Benefits
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Fortitude Insurance Solutions
Our mission is to enhance our customers experience by harnessing the power of technology, providing expert coverage review, and delivering unparalleled customer service.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
David French, CRIS
President & CEO
Company data provided by crunchbase