Commercial Account Manager- Retail Agency
Frank Winston Crum Insurance
Commercial Account Manager - (Property and Casualty)
FrankCrum Insurance Agency 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 decisions 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.
We are growing and looking for a full-time, licensed 2-20, 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.
- Play an essential role in business retention by building, expanding, and solidifying business relationships with existing and new clients based on your assigned book of business. You will have retention goals.
- Determine risk requirements by analyzing coverages, exposures, and loss experience. Take the necessary steps in placing coverage(s) required by the client, re-marketing when required, and adhering to binding authority set by the carriers.
- Negotiate with underwriters and carriers.
- Prepare and issue summaries of insurance, proposals, and binders of insurance.
- Answers customer questions regarding products and services by quickly diagnosing and solving the problem(s).
- Upselling and cross-selling opportunities by the sale of additional coverage(s) to clients to enhance client retention and relationship management.
- Provide marketing support to new business production and renewals when required.
- Handle day to day client inquiries and policy servicing (policy changes, endorsements, policy checking, contract reviews, etc.).
- Serve as the primary point of contact for the Service team, overseeing and directing inquiries, managing client service needs, and coordinating work allocation across the team.
- Assist Agency Manager with interviewing, selecting, and training employees.
- Provide insurance consultation or expert advice and ideas to the Agency Manager.
- Attend client meetings as needed.
- Must keep current with insurance markets and changing coverages within the industry, including participating in insurer networking events.
The Attributes We Seek
- Florida 2-20 General Lines License in good standing
- 3+ years of commercial insurance industry experience
- Knowledge of AMS360 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!
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.
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