Insurance Account Manager

Posted Yesterday
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Clearwater, FL
Mid level
HR Tech
The Role
The Insurance Account Manager will manage mid to large client accounts, ensuring business retention through relationship building, analyzing risk requirements, negotiating with underwriters, preparing insurance documentation, and providing customer support. The role includes upselling opportunities, directing customer service assistants, and assisting in employee training.
Summary Generated by Built In

FrankCrum is a Top Workplace!

The FrankCrum Insurance Agency (FCIA) 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.

Click here to learn more about FrankCrum!


 

The Role You’ll Play to Create Success 

We are happy to announce a full-time, licensed 2-20, Account Manager position filled with many exciting opportunities! 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. 

  1. 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.
  2. 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.
  3. Negotiate with underwriters and carriers.
  4. Prepare and issue summaries of insurance, proposals, and binders of insurance.
  5. Answers customer questions regarding products and services by quickly diagnosing and solving the problem(s).
  6. Upselling and cross-selling opportunities by the sale of additional coverage(s) to clients to enhance client retention and relationship management.
  7. Provide marketing support to new business production and renewals when required.
  8. Handle day to day client inquiries and policy servicing (policy changes, endorsements, policy checking, contract reviews, etc.).
  9. Act as the first point of contact to the Customer Services Assistants by managing and directing them on how to handle inquiries, servicing, etc. and allocating the work amount between them.
  10. Assist Agency Manager with interviewing, selecting, and training employees.
  11. Provide insurance consultation or expert advice and ideas to the Agency Manager.
  12. Attend client meetings as required.
  13. Must keep current with insurance markets and changing coverages within the industry, including participating in insurer networking events.


 

The Attributes We Seek 

Keys to success in this position include Florida 2-20 General Lines License in good standing and three (3) years of commercial insurance industry experience. Insurance Designation such as AAI, CIC, CPCU or other certifications/designations highly valued and knowledge of AMS360 considered an asset.


 

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 only two-hundred-forty-five dollars a month for family!
  • 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
  • Employee Assistance Program at no cost to the employee
  • Flexible Spending Accounts for Medical and Dependent Care Reimbursement
  • Health Savings Account funded by FrankCrum
  • Paid time off and holiday pay
  • Education reimbursement up to five thousand two hundred fifty dollars tax free per calendar year
  • PTO cash out
  • Tickets at Work
  • Access to the Corporate America Family Credit Union
  • Employee and client referral bonus programs
  • Paid volunteer time


 

What’s Special About FrankCrum

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.

The Company
HQ: Clearwater, FL
302 Employees
On-site Workplace
Year Founded: 1981

What We Do

FrankCrum offers outsourced HR, payroll and payroll administration, employee benefits and benefits administration, 401(k), workers compensation and HR Solutions. FrankCrum's comprehensive package of employer solutions allows business owners and managers to keep their focus on business growth and success. FrankCrum serves employers of all sizes in more than 40 states.

No matter what the size of the business, FrankCrum can provide the innovative approaches, quality products and exceptional customer service to maximize the investment in human resources, minimize HR risks and create a happier, more loyal workforce.

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