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The Marine Account Manager interacts directly with clients and underwriters to manage and process insurance policies while providing exceptional service and support. This role is responsible for setting up new accounts, reviewing documentation for accuracy, invoicing clients, and maintaining detailed records to reduce E&O exposure. The Account Manager also handles client inquiries, explains coverages, prepares renewal quotes, and assists with documentation. A key part of the role includes negotiating with underwriters for favorable terms and identifying opportunities to cross-sell additional coverages.
Job Responsibility:
Set up new clients in agency management system, review all the documents including application and binder to ensure accuracy
Invoice clients and set up appropriate activities
Deal directly with clients either by telephone, email or face to face
Keep detailed notes of inquiries and changes to avoid possible E&O
Keep positive helpful attitude with clients when explaining coverages
Be able to sell additional coverages and to cross sell other lines of insurance
Prepare renewal quotation and assist clients how to complete paperwork
Negotiate with Underwriters when necessary for more favorable rates
Requirements:
4-40 or 2-20 State of Florida Insurance License
High school diploma or equivalent
Ability to manage a wide variety of tasks efficiently with a positive, client-focused attitude
Ability to analyze and interpret insurance policies and comfortably explain coverages to clients
Confident in soliciting new business and interacting with underwriters
Skilled in calculating premiums, endorsements, cancellations, and associated taxes and fees
Able to explain audits, premium changes, and underwriting requests in a calm, informative manner
Basic computer proficiency, including the ability to type a minimum of 40 words per minute
Strong written communication skills, including professional email and letter writing
Ability to prioritize workload and manage time effectively
Nice to have:
Marine insurance and sales experience
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts