Account Manager Job at Keenan & Associates

Keenan & Associates Boca Raton, FL 33432

Egis Insurance & Risk Advisors, an AssuredPartners Company, is seeking an experienced Commercial Lines Account Manager to join our team in Lake Mary, Florida.

This is a hybrid position based out of Lake Mary, FLorida.

The Account Manager’s primary responsibility is to service existing client accounts and provide support to the production team. A strong demonstration of the following skills and abilities is required:

  • Delivering outstanding client service by helping clients with policy changes, renewals, and billing questions
  • Implementing client insurance policy administrative processes, including tracking, renewals, new policy set-up, online rating, invoicing, accounts receivables monitoring, audit and contract review, and policy review
  • Maintaining current, accurate information in the agency management system
  • Developing and maintaining positive, productive relationships with agents, managers, peers, coworkers, teammates, and employees
  • Assisting in office projects and presentations

Education / Experience:

  • 2-20 License
  • Minimum 2 years of experience with a Commercial Insurance Agency
  • AMS360 software experience a plus
  • College Degree preferred
  • CPCU, CIC, AAI, ARM, RPLU or similar professional insurance designations a plus with a desire to obtain future designations preferred

Competencies / Technical Skills:

  • Strong analytical, problem-solving, and organizational skills with attention to detail
  • Excellent verbal and written communication skills
  • Ability to work independently and as an integral member of the Egis Account Management team
  • Capable of managing multiple projects simultaneously
  • Ability to work with confidential documents
  • Ability and willingness to travel (less than 5%) as needed for client meetings, presentations, and local conferences.
  • Proficient with Microsoft Office Suite
  • Experience working with Public Entities, Self-Insurance Pools or Trusts is a plus

We offer attractive, competitive compensation and benefits including:

  • 401K (Matching)
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Employer paid life insurance
  • HSA and FSA options
  • Voluntary benefits (such as critical illness and accident insurance)
  • Paid time off
  • Paid parental leave
  • Professional development assistance

Job Type: Full-time

Benefits:

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

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: Hybrid remote in Boca Raton, FL 33432




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