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Vaco is seeking a Private Client/Personal Lines Account Manager for our team in FT Lauderdale, Florida.
Overview:
Establish positive working relationships with customers for account retention.
Keep producer and management informed of real or potential problems.
Oversee complex service and claim issues.
Maintain excellent organizational and time management skills.
Work closely with producers to retain accounts.
Adhere to established department standards and procedures.
Coordinate premium finance accommodations with Accounting and Management.
Utilize agency automation with a high level of knowledge and proficiency.
Pursue a program of personal and professional development.
Prepare policy orders to the successful carrier, binding and invoicing as appropriate.
Check carrier issued policies for accuracy.
Inform carrier and client of forthcoming corrections.
Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
Initiate endorsements, binders, certificates, invoices, automobile identification cards, and similar items.
Maintain account files, overseeing that documents are placed into appropriate sections when not documented via automated database.
Order cancellations where requested or required.
Assist in clearing omitted items, account differences, and commission differences.
Correspond with markets and clients, accompanying producers on visits as requested.
Maintain knowledge of approved rates by the respective carriers and be able to explain the rating of any policy.
Negotiate with company underwriters.
Prepare complete and accurate submissions for remarkets.
Prepare and/or modify quotations when required.
Control agency billed lists.
WHAT YOU’LL NEED:
High school diploma Proficient with MS Office Suite 2 years of service experience in the private insurance industry 2-20 state license Preferred Associate’s or Bachelor’s degree Industry software experience WHAT WE OFFER:
Excellent growth and advancement opportunities Competitive pay based on experience Paid Time Off (PTO) Generous benefits package:
health, dental, vision, 401(k), etc.
Employee Stock Purchase Plan ContactCompanyCandidateIdeal JobsMatch a Job Add in JobDiva Match Back CloseSaving Record to JobDiva Close ContactCompanyCandidateIdeal JobsMatch a Job Add in JobDiva Match Back CloseSaving Record to JobDiva Close Recommended Skills Accounting Automation Databases Finance Microsoft Office Professional Development googletag.
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Estimated Salary: $20 to $28 per hour based on qualifications.
Overview:
Establish positive working relationships with customers for account retention.
Keep producer and management informed of real or potential problems.
Oversee complex service and claim issues.
Maintain excellent organizational and time management skills.
Work closely with producers to retain accounts.
Adhere to established department standards and procedures.
Coordinate premium finance accommodations with Accounting and Management.
Utilize agency automation with a high level of knowledge and proficiency.
Pursue a program of personal and professional development.
Prepare policy orders to the successful carrier, binding and invoicing as appropriate.
Check carrier issued policies for accuracy.
Inform carrier and client of forthcoming corrections.
Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
Initiate endorsements, binders, certificates, invoices, automobile identification cards, and similar items.
Maintain account files, overseeing that documents are placed into appropriate sections when not documented via automated database.
Order cancellations where requested or required.
Assist in clearing omitted items, account differences, and commission differences.
Correspond with markets and clients, accompanying producers on visits as requested.
Maintain knowledge of approved rates by the respective carriers and be able to explain the rating of any policy.
Negotiate with company underwriters.
Prepare complete and accurate submissions for remarkets.
Prepare and/or modify quotations when required.
Control agency billed lists.
WHAT YOU’LL NEED:
High school diploma Proficient with MS Office Suite 2 years of service experience in the private insurance industry 2-20 state license Preferred Associate’s or Bachelor’s degree Industry software experience WHAT WE OFFER:
Excellent growth and advancement opportunities Competitive pay based on experience Paid Time Off (PTO) Generous benefits package:
health, dental, vision, 401(k), etc.
Employee Stock Purchase Plan ContactCompanyCandidateIdeal JobsMatch a Job Add in JobDiva Match Back CloseSaving Record to JobDiva Close ContactCompanyCandidateIdeal JobsMatch a Job Add in JobDiva Match Back CloseSaving Record to JobDiva Close Recommended Skills Accounting Automation Databases Finance Microsoft Office Professional Development googletag.
cmd.
push(function() googletag.
display(‘div-gpt-ad-1622562035780-0’); ); Apply to this job.
Think you’re the perfect candidate? Apply Now $(‘.
external-apply-email-saved’).
on(‘click’, function (event) window.
ExternalApply = window.
open(‘/interstitial?url=’, ‘ExternalApply-j3r70d6jkps0zvfbw5w’); ); googletag.
cmd.
push(function() googletag.
display(‘div-gpt-ad-1600875440430-0’); ); Help us improve CareerBuilder by providing feedback about this job:
Report this job Job ID:
INSUR64878 CareerBuilder TIP For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.
Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website.
To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
