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Account Manager in Clearwater, FL at Heritage Insurance

Date Posted: 1/11/2019

Job Snapshot

Job Description

Position Summary:

Develops, maintains, and expands relationships with new and existing clients by managing policyholder service and by acting as the liaison between the client and carrier.  Implements all company and team policies and ensures compliance with all regulatory requirements.  Acts as a resource for other service role positions within the department.



  • Strategic Alliances
    • Works with the Sales team to prepare quotes, applications, and bind policies for agents in support of established company book roll procedures.
    • Prepare agent and client mailings per established processes and procedures.
    • Verifies the accuracy of insurance company records.
    • Assists with servicing existing clients.
    • Participates in special projects as assigned.


  • First Access Insurance Agency
    • Oversees and documents all client account activities, including conversations, policy transactions, certificates of insurance, payments, cancellations, and any required internal processing within the agency management system.
    • Works with carriers to troubleshoot and resolve client claims and billing issues in a timely manner.
    • Manages the renewal process including obtaining required data for preparation and delivery of renewal proposals to clients.
    • Independently consults with clients to understand insurance objectives, analyzes and compares coverage options to determine appropriate recommendations.
    • May attend appointments with insureds with or without the producer as needed.
    • Actively solicits expansion of coverage(s) through sales efforts to existing accounts.
    • Identifies and capitalizes on cross-selling opportunities when appropriate.
    • Exercises independent judgment with minimum supervision.
    • Stays abreast of changes, trends and opportunities within the industry and independently makes recommendations to clients in response to the changes.
    • Attends industry related continuing education training and courses.

Job Requirements

  • Qualifications
    • High School Diploma or equivalent is required; Associate’s Degree preferred.
    • 2-20 agent license preferred, minimum of 4-40 required.
    • Minimum of two years of experience in an agency environment or related Insurance experience is required with supporting insurance processing preferred.
    • Knowledge of departmental regulations and policies and standard accepted underwriting practices.
    • Proficiency with Microsoft Office products, industry software and internet research tools required.
    • Ability to type a minimum of 60 words per minute.
    • Excellent communication skills and ability to interact on a professional level with internal and external personnel.
    • Demonstrated customer service focus / superior customer service skills.
    • Results driven with strong problem solving and analytical skills.
    • Ability to work independently in a fast-paced environment; and manages changing priorities effectively.
    • Detail-oriented and exceptionally organized.
    • Collaborative partner; ability to contribute to a positive work environment.
    • Ability to research and conduct proactive investigations and negotiate successful resolutions.