Insurance Account Specialist
3 weeks ago
Join Collectivfide, a well-established insurance brokerage dedicated to providing exceptional service. We pride ourselves on our family-oriented culture and our commitment to our employees' growth and success.
We are currently seeking a full-time Personal Lines Account Manager to enhance our team. In this role, you will serve as a trusted advisor to our clients, managing renewals, evaluating risk exposures, and offering tailored coverage recommendations. Your responsibilities will also include providing claims support and identifying new business opportunities through various channels.
Key Responsibilities:
- Manage renewals, new business applications, and endorsements efficiently.
- Evaluate risk exposure and deliver informed recommendations for coverage.
- Process client invoices accurately and promptly.
- Provide expert claims advice to clients.
- Collaborate with Producers on client accounts.
- Input data into insurance carrier portals and broker management systems.
- Stay updated on carrier offerings and industry changes.
- Foster a customer-centric culture within the team.
Essential Qualifications:
- Strong team player with a commitment to excellence.
- Exceptional client service skills and a client-focused approach.
- Outstanding verbal and written communication abilities.
- Proficient in risk assessment and underwriting practices.
- Possession of a RIBO or OTL license.
- CIP or CAIB designation is a plus.
- Experience in a brokerage setting, particularly in commercial lines.
- Familiarity with TAM software is advantageous.
What We Provide:
- Competitive salary and comprehensive benefits package.
- Flexible work arrangements, including hybrid options.
- Paid sick leave and personal time off.
- Opportunities for career advancement.
- Strong relationships with our insurance markets.
- A history of commitment to employee well-being.
- Commission opportunities on new business sales.
- Support for pursuing industry-related professional development.
Collectivfide is dedicated to creating an inclusive and accessible workplace. We are committed to accommodating individuals with disabilities throughout the recruitment process, ensuring that all accessibility needs are considered.
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