Wallace Welch & Willingham
Client Services Manager, Commercial Lines (Hybrid/Remote)
Wallace Welch & Willingham, St. Petersburg, Florida, United States,
We are
Wallace Welch & Willingham, an IMA Company ! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140+ employees in Florida in a growth-oriented organization. We have a rich history of providing quality service and unwavering commitment to our clients and community. We live out our values of Accountability, Integrity, Success, and Passion. If you do too, you may have found your next home!
This is a fast-paced, pleasant environment that allows you to showcase your positive attitude, your multi-tasking, and prioritization skills. While you're a team player, you will also work independently.
Job Duties:
Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.Manage a Book of Business.Collaborate with producer to develop an insurance program that will adequately respond to the client's total risk management needs.Assist Producer in servicing and remarketing existing accounts for commercial lines.Keep producer informed regarding client issues.Visit clients outside the office with the producer as needed.Coordinate expirations with producer to obtain renewal information. Maintain expiration control log.Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.Work closely with company underwriters in negotiating sales and service related items on behalf of the client.Develop and maintain professional relationships with company representatives and underwriters.Cross-sell and round out existing accounts within assigned Book of Business.Determine premiums, prepare proposals for clients.Prepare coverage comparisons as needed.Issue binders, extensions and certificates as needed with assistance from CSR.Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request.Search company records to obtain information requested by customer.Analyze policy transactions and correct company records to adjust errors.Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items.Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.Actively pursue referral opportunities to other departments.This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Florida 2-20 License Required.Auto dealership experience, preferred.Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required.Experience working with multiple insurance carriers and varied policy forms and coverages.Knowledge of Applied "EPIC" Agency Management System beneficialProficient with Microsoft Word & ExcelStrong written & oral communication skillsOrganizational & time management skillsDependable and Team PlayerMust be based in Florida if remote.Physical Demands:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit, use hand and fingers, read, speak and hear. The employee is frequently required to stand and walk, and reach with hands and arms. Must life and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.
Reports to:
Commercial Lines Department Manager
Position Type:
Non-Exempt
Other Qualifications :
If regular travel required, must carry a minimum of $100,000/$300,000 Bodily Injury Liability and $50,000 Property Damage Limits on a personal auto policy.
Other:
The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.
Great Reasons to Work at W3:
Competitive compensation plan;Great benefits including medical, dental, vision, life & disability;Paid Time Off;Paid Holidays;401(k) with employer match;Paid Continuing Education;A culture that emphasizes respect for every individual.
Proud to be a EOE/DFWP/SFWP.
Wallace Welch & Willingham, an IMA Company ! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140+ employees in Florida in a growth-oriented organization. We have a rich history of providing quality service and unwavering commitment to our clients and community. We live out our values of Accountability, Integrity, Success, and Passion. If you do too, you may have found your next home!
This is a fast-paced, pleasant environment that allows you to showcase your positive attitude, your multi-tasking, and prioritization skills. While you're a team player, you will also work independently.
Job Duties:
Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.Manage a Book of Business.Collaborate with producer to develop an insurance program that will adequately respond to the client's total risk management needs.Assist Producer in servicing and remarketing existing accounts for commercial lines.Keep producer informed regarding client issues.Visit clients outside the office with the producer as needed.Coordinate expirations with producer to obtain renewal information. Maintain expiration control log.Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.Work closely with company underwriters in negotiating sales and service related items on behalf of the client.Develop and maintain professional relationships with company representatives and underwriters.Cross-sell and round out existing accounts within assigned Book of Business.Determine premiums, prepare proposals for clients.Prepare coverage comparisons as needed.Issue binders, extensions and certificates as needed with assistance from CSR.Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request.Search company records to obtain information requested by customer.Analyze policy transactions and correct company records to adjust errors.Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items.Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.Actively pursue referral opportunities to other departments.This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Florida 2-20 License Required.Auto dealership experience, preferred.Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required.Experience working with multiple insurance carriers and varied policy forms and coverages.Knowledge of Applied "EPIC" Agency Management System beneficialProficient with Microsoft Word & ExcelStrong written & oral communication skillsOrganizational & time management skillsDependable and Team PlayerMust be based in Florida if remote.Physical Demands:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit, use hand and fingers, read, speak and hear. The employee is frequently required to stand and walk, and reach with hands and arms. Must life and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.
Reports to:
Commercial Lines Department Manager
Position Type:
Non-Exempt
Other Qualifications :
If regular travel required, must carry a minimum of $100,000/$300,000 Bodily Injury Liability and $50,000 Property Damage Limits on a personal auto policy.
Other:
The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.
Great Reasons to Work at W3:
Competitive compensation plan;Great benefits including medical, dental, vision, life & disability;Paid Time Off;Paid Holidays;401(k) with employer match;Paid Continuing Education;A culture that emphasizes respect for every individual.
Proud to be a EOE/DFWP/SFWP.