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Account Manager, Commercial Risks Practice

Support clients by analyzing insurance needs and processing renewals efficiently
San Juan, Puerto Rico, United States
Senior
1 month ago
Fulcro Insurance

Fulcro Insurance

Fulcro Insurance provides comprehensive insurance solutions tailored to meet client needs.

1 Similar Job at Fulcro Insurance

Account Manager, Commercial Risks Practice

An Industry Leader in all lines of insurance, our client designs and places comprehensive insurance, bonding and employee benefit programs for your personal and business needs.

Responsibilities and Duties

  1. Provide technical support to Producers, specifically in analyzing client needs, coverage forms and quotations.
  2. Process renewals, including marketing for assigned book of business.
  3. Order and issue binders, certificates, policies, endorsements and other related items, plus verify their accuracy.
  4. Prepare specifications, summaries of insurance, schedules, proposals and other presentation.
  5. Participate in meetings with prospects and existing clients.
  6. Provide prompt, accurate and friendly customer service to clients.
  7. Performs other duties as assigned by the management.

Qualifications

  • This position requires a Bachelor's Degree in Business Administration, preferably.
  • Property and Casualty Producer License, Preferable.
  • 5 years of experience.
  • Candidate must possess the ability to communicate in a written and spoken manner for both English and Spanish.
  • Must be proficient in Computer Skills including, Outlook, Word and Excel.
  • Provides expected service to the internal and external customer with speed, efficiency and courtesy.
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Account Manager, Commercial Risks Practice
San Juan, Puerto Rico, United States
Customer Success
About Fulcro Insurance
Fulcro Insurance provides comprehensive insurance solutions tailored to meet client needs.