Commercial Lines Account Manager

We are seeking a Commercial Lines Insurance Client Manager to join our team in either Miami Lakes or Kendall Location.

JOIN AN AWARD WINNING TEAM! We have been recognized as 2024 TOP 10 BEST PLACES TO WORK IN SOUTH FLORIDA, 2024 SOUTH FLORIDA BUSINESS JOURNALBUSINESS OF THE YEAR FINALIST and named Best Practices Agency by Independent Insurance Agents and Brokers of America seven years in a row, we are passionate about serving our clients, developing our employees and giving back to our communities.

NSI Insurance Group is the largest independent insurance agencies in Florida offering a comprehensive suite of insurance solutions to protect your business and your life from the unexpected.

A company is only as good as the people behind it. At NSI Insurance Group, we are always interested in meeting talented individuals who want to progress their careers and make a difference. We believe that successful people make a successful business, which is why we make every effort to provide our employees with an environment in which they can excel and the training to be successful. Our professionals are integral in defining our business – delivering results to our clients and driving our company to success. We make it our job to treat our employees well.

Get a glimpse of our company and colleagues here: https://player.vimeo.com/video/395965029?dnt=1&app_id=122963

NSI Best Places to Work 2024 honoree: https://bizj.us/1qkcts

NSI Insurance Group won coolest offices to work 2021! Check out our story here: https://bit.ly/3sL7Jqm

Visit our Company Website: https://nsi.group/

Scope Of Responsibilities

Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service.

General Responsibilities

1. Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.

2. Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.

3. Prepare and provide price quotes for all new and existing clients as needed.

4. Coordinate with the management regarding broker service presentations and fact finding meetings.

5. Prepare and submit bid specifications to be mailed to carriers.

6. Compare bid results as received and determine recommendations for clients.

7. Process new cases by requesting appropriate documentation from producers or clients as needed.

8. Coordinate enrollment process with producers or clients as needed.

9. Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner.

10. Issue endorsements for all client policy changes.

11. Answer client inquires as needed.

12. Perform new case installation.

14. Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system.

15. Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.

16. Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.

17. Schedule and hold renewal meetings with clients and/or producers.

18. Update principals on renewal results within required time frames.

19. Attend seminars or training programs or other applicable seminars and inform staff of knowledge gained.

20. Document all telephone inquiries and pertinent policy information on computer system.

Skills

· Oral and Written Communication Skills

· Customer Relations

· Organization and Planning

· Project/Case Management

· Presentation

· Time Management

· Computer Literacy

Education/Training Degree: High School Diploma or Equivalent

Experience: Prior insurance experience required

Certifications/Licenses

· Property & Casualty 220 License preferred

· Customer Representative 440 minimum allowed

Employee Benefits

At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:

· Medical, dental and vision insurance - with 100% company paid premiums for medical, dental and vision insurance for full-time employees;

· Generous Paid Time Off (21 days);

· Employee-owned company/ Stock Option;

· 401K Retirement Plans with company matching;

· Company paid life insurance, short and long-term disability;

· Training/Education opportunities 100% paid by NSI.

· Hybrid work (4 days in the office and 1 day remote with a 220 license)

JOIN AN AWARD WINNING TEAM!

** 2024 South Florida Business Journal Business of the Year Finalist

** 2024 South Florida Business Journal TOP 10 Best Places to Work

** 2016 through 2023 Big "I" Best Practices Agency

** 2022 Property & Casualty 360 Agency of the Year- National

** 2021 South Florida Business Journal Coolest Office

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

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

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Insurance Account Manager: 1 year (Required)

License/Certification:

• 440 License (Preferred)
• 220 License (Required)

Ability to Commute:

• Miami, FL (Required)

Work Location: In person