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The Commercial Lines Account Manager is responsible for assisting new and renewal clients with service needs on accounts that generate generally more than $2,500 in annual commission. Must secure valid 220 license within 180 days of hire. Minimum 3 years commercial lines customer service experience or 1-year customer service representative experience and 2 years as a customer service assistant. This is a 100% in-house position.
The Commercial Lines Account Service Associate (ASA) is responsible for assisting the Commercial Lines service staff and Client Advisors (as necessary) in servicing new and existing accounts, with a positive attitude, as stated by agency guidelines and procedures. A Commercial Lines ASA is committed to delivering a consistently impeccable experience.
The Client Service Specialist is responsible for the completion of most administrative functions relating to the support of the Employee Benefits team. The individual must be organized, proactive, resourceful, professional, polished, and efficient with an ability and desire to work independently with limited supervision. The ability to interact with internal and external constituents in a fast-paced environment, sometimes under pressure, while maintaining a positive and professional attitude is crucial in this role. This role acts as the primary point person for renewal and new business enrollment implementation and service inquiries. This is a multi-faceted position dedicated to providing a consistently impeccable experience to colleagues.
The Account Executive is responsible for servicing new and existing clients that generate an average of $2,000 in commission. Provide, with a positive attitude, service support in obtaining, maintaining and servicing personal lines accounts. Ensure accuracy of new and existing data input into the automation system, and perform essential functions per the guidelines, procedures, quality and service standards as stated by the agency. A Personal Lines Account Executive is committed to delivering a consistently impeccable experience.
The Personal Lines Account Service Associate is responsible for assisting Account Managers and Client Advisors in processing new business and assisting with existing accounts, with a positive attitude, as stated by agency guidelines and procedures. Ensure accuracy of new and existing data input into the automation system. A Personal Lines Account Service Associate is committed to delivering a consistently impeccable experience.
The PL Client Advisor serves a dual role to generate and intake/onboard new PL clients with minimum revenue of $500 while following the PL New Business Guidelines. This role will maintain a small book of business to service and will be responsible for assisting new and renewal clients with service needs. Onboarding new clients includes the qualification of prospective clients based on agency guidelines, marketing of the account (in conjunction with PRS Marketing when required) and presenting recommendations for coverage. Service responsibilities are assigned per guidelines, procedures, quality, and service standards as stated by the agency. This position is 100% in office role. A PL Client Advisor is committed to delivering a consistently impeccable experience.
Mon - Fri 8:00 am to 5:00 pm
Gulfshore Insurance is an Equal Opportunity Employer and a Drug-Free Workplace.
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