One Source Advisory
Commercial Account Manager

Location: Lutz, FL License: 2-20 or 4-40 Hours: 40 Salary: Based on experience
Phone: 813-949-8636 Fax: Email: jeff@onesourceadvisory.com
Description

One Source Advisory in Lutz FL, USA
Employment Type: Full Time

Benefits: 7 Paid Holidays, 8 PTO days year 1.
Monday – Friday: 40 Hours Week
Job Description
Purpose
Our company is a growing insurance agency in Lutz, FL. We are currently in need of an account manager for our commercial lines customer base. Our focus is providing customers with tailored solutions to meet their business and employee needs. We are looking for an individual with a strong work ethic, professionalism, attention to detail, and the ability to handle clients needs in a timely manner. You will be responsible for managing accounts, growing client relationship and cross sell of other lines of coverage.
Responsibilities
· Act as a main point of contact to current and prospective clients regarding their offer of property and casualty lines of business.
· Provide a consultative review and analysis of a client’s existing policies.
· Identify client needs and clearly presents options to clients.
· Performs timely follow-up with clients and maintains data in Pipeline.
· Develop long term relationships with clients.
· Cross sell lines of coverage within existing block of business.
Knowledge, Skills, and Behaviors
· Knowledge of property & casualty policies, definitions and coverages.
· Knowledge of company services and products, and business profitability and risk management.
· Skill to effectively plan, organize, and prioritize work assignments to meet deadlines, and be effective when working independently or cooperatively as a team member.
· Ability to consistency report to work on time prepared to perform other duties as assigned.

Proficient computer skills including use of Microsoft Office, Outlook, Word & Excel.

Application

Please email resumes to jeff@onesourceadvisory.com.

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