Commercial Account Manager- Retail Agency
Full-time
Frank Winston Crum Insurance
FrankCrum is a Top Workplace!
The is a local family-owned Commercial Insurance Agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success. The Role You’ll Play to Create Success
2. Serve as the primary strategic advisor for clients by evaluating exposures, identifying coverage gaps, recommending appropriate insurance solutions, and proactively addressing evolving business needs.
3. Analyze client risk profiles, coverage requirements, and loss experience to develop insurance strategies, market accounts when appropriate, and ensure compliance with carrier underwriting and binding authority.
4. Negotiate coverage terms, pricing, and underwriting requirements with carriers and underwriters to secure competitive and appropriate insurance solutions.
5. Prepare, review, and issue proposals, binders, certificates, summaries of insurance, and policy documentation with exceptional accuracy and attention to detail.
6. Manage all aspects of client servicing, including policy changes, endorsements, renewals, contract reviews, audits, certificates of insurance, billing inquiries, and claims coordination.
7. Identify opportunities to expand client relationships through additional coverages and value-added services that support client needs while contributing to agency growth objectives.
8. Partner with Producers by providing technical expertise and marketing support for new business opportunities, renewals, and complex accounts.
9. Provide day-to-day leadership for assigned Customer Service Assistants by coordinating workflow, balancing workloads, answering technical questions, monitoring quality, and ensuring timely service delivery.
10. Serve as a technical resource for agency leadership and team members by providing guidance on complex coverage questions, market conditions, carrier relationships, and service strategies.
11. Represent the agency during client meetings, stewardship reviews, renewal presentations, and carrier meetings as needed.
12. Maintain current knowledge of commercial insurance markets, regulatory changes, carrier appetites, industry trends, and emerging risks through continuing education and professional development.
13. Identify opportunities to improve service processes, operational efficiencies, and the overall client experience through continuous improvement. The Attributes We Seek 1. Bachelor's degree in Business, Risk Management, Insurance, or a related field preferred, or an equivalent combination of education and experience.
2. Three (3) years of commercial insurance account management, customer service, sales support or agency experience preferred.
3. Previous experience providing guidance, coaching, and mentoring to others.
4. Florida 2-20 General Lines Agent License required
5. Professional insurance designation (CIC, CPCU, AAI, ARM, CISR, or equivalent) strongly preferred. Our Competitive Benefits
Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:
FrankCrum, a family-owned business-to-business entity since 1981 is made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs approximately 500 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars of Integrity, Affinity, and Prosperity, employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic!
If you want to play this role to positively impact our client's day-to-day business, then apply now! FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
#LI-GH1
The is a local family-owned Commercial Insurance Agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success. The Role You’ll Play to Create Success
We are growing and looking for a full-time, Commercial Account Manager- (Property and Casualty) position! In this role, you will have the opportunity to impact the FrankCrum business everyday by being responsible for the day-to-day management of our mid-sized to largest and most complex client accounts with the potential for future growth.
1. Manage an assigned portfolio of mid-sized to large commercial insurance clients, building trusted relationships that drive client satisfaction, retention, and long-term growth.2. Serve as the primary strategic advisor for clients by evaluating exposures, identifying coverage gaps, recommending appropriate insurance solutions, and proactively addressing evolving business needs.
3. Analyze client risk profiles, coverage requirements, and loss experience to develop insurance strategies, market accounts when appropriate, and ensure compliance with carrier underwriting and binding authority.
4. Negotiate coverage terms, pricing, and underwriting requirements with carriers and underwriters to secure competitive and appropriate insurance solutions.
5. Prepare, review, and issue proposals, binders, certificates, summaries of insurance, and policy documentation with exceptional accuracy and attention to detail.
6. Manage all aspects of client servicing, including policy changes, endorsements, renewals, contract reviews, audits, certificates of insurance, billing inquiries, and claims coordination.
7. Identify opportunities to expand client relationships through additional coverages and value-added services that support client needs while contributing to agency growth objectives.
8. Partner with Producers by providing technical expertise and marketing support for new business opportunities, renewals, and complex accounts.
9. Provide day-to-day leadership for assigned Customer Service Assistants by coordinating workflow, balancing workloads, answering technical questions, monitoring quality, and ensuring timely service delivery.
10. Serve as a technical resource for agency leadership and team members by providing guidance on complex coverage questions, market conditions, carrier relationships, and service strategies.
11. Represent the agency during client meetings, stewardship reviews, renewal presentations, and carrier meetings as needed.
12. Maintain current knowledge of commercial insurance markets, regulatory changes, carrier appetites, industry trends, and emerging risks through continuing education and professional development.
13. Identify opportunities to improve service processes, operational efficiencies, and the overall client experience through continuous improvement. The Attributes We Seek 1. Bachelor's degree in Business, Risk Management, Insurance, or a related field preferred, or an equivalent combination of education and experience.
2. Three (3) years of commercial insurance account management, customer service, sales support or agency experience preferred.
3. Previous experience providing guidance, coaching, and mentoring to others.
4. Florida 2-20 General Lines Agent License required
5. Professional insurance designation (CIC, CPCU, AAI, ARM, CISR, or equivalent) strongly preferred. Our Competitive Benefits
Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:
- Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
- Dental and Vision Insurance
- Short Term Disability and Term Life Insurance at no cost to the employee
- Long Term Disability and Voluntary Term Life Insurance
- Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
- 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
- Flexible Spending Accounts for Medical and Dependent Care Reimbursement
- Health Savings Account funded by FrankCrum
- Paid time off and holiday pay
- Education Benefit Program at the IRS Maximum allowance
- PTO cash out
- Tickets at Work
- Access to the Corporate America Family Credit Union
- Employee and client referral bonus programs
- Disaster Relief Fund for employees
FrankCrum, a family-owned business-to-business entity since 1981 is made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs approximately 500 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars of Integrity, Affinity, and Prosperity, employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic!
If you want to play this role to positively impact our client's day-to-day business, then apply now! FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
#LI-GH1
Vacancy posted 11 days ago
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