Customer Success Representative - FL - On Site
Miami, FL
Essential Duties and Responsibilities
As a Commercial Lines Account Manager, you will play a vital role in our success. Your key responsibilities include:
- Client Relationship Management: Develop and maintain strong relationships with our valued clients, ensuring their needs are met with exceptional service.
- New Business Development: Identify and pursue new business opportunities to expand our commercial lines portfolio.
- Policy Management: Oversee the day-to-day management of commercial insurance policies, including renewals, endorsements, and claims support.
- Have the ability to complete anywhere from 30-40 tasks on a daily basis; recording activities (emails/phone calls) in the agency management system
- Have the ability to multitask to field incoming phone calls requesting service as well as incoming emails requesting service
- Have the ability to be cognizant of the renewals that are assigned to you within the next rolling 30/60/90 days
- Referral Management: Actively connect clients with our full range of services, including Personal Lines, Employee Benefits, and HCM, to provide a seamless and integrated client experience.
- Team Collaboration: Work closely with underwriters, producers, and other internal teams to deliver top-tier insurance solutions.
- Compliance: Ensure that all activities and documentation adhere to company policies and industry regulations, upholding our commitment to excellence.
Knowledge, Skills, and Abilities
- Bilingual, English fluid and Spanish
- Computer savvy
- Adaptable to change
- Fast-paced environment
- Time management
- Proactive
Education & Experience
- High school required
- 4-40 license desired, if you do not have it, you must commit to getting it.