Job Description
- Performs comprehensive client services for designated accounts.
- Responds to inquiries from clients and communicates with client representatives to gather signed documents, deliver signed documents to underwriters, and obtain any additional information to finalize bind requests from agents (ex: loss runs). Follows up with underwriters for quotes.
- Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.
- Manages the workflow of client electronic paperwork for the agents.
- Keys initial policy information into agency management software system (AMS 360). Keeps coverage information, endorsements, and correspondence updated in the management database system on an ongoing basis to ensure real time information. Updates multiple database systems and spreadsheets.
- Prepares and arranges delivery of basic certificates of insurance to customers.
- Performs desktop publishing on regular basis to assist in the creation of marketing materials and assists in the creation of PowerPoint presentations. Types and produces general correspondence, memos, charts, business and financial reports, etc.
- Works on special projects and performs other duties as assigned. Qualifications
- A 2-20 or 4-40 commercial insurance license is required. 2-20 licensed candidates preferred.
- 1-3 years of experience supporting a commercial insurance business – preferably in the P&C specialty area strongly preferred.
- Experience using AMS 360 or similar insurance industry software a plus.
- High level of proficiency in computer skills including MS Office applications (Excel, Word, Outlook) and internet / application software is required along with a willingness and ability to learn new software programs. Adobe InDesign proficiency a plus, but not required.
- Ability to type 45-50 wpm or faster required.
- High school diploma required. Bachelor’s degree a plus, especially Risk Management or related majors.
- Strong written and verbal communication skills (professional level English). Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required.
- Analytical ability is required to gather and summarize data for reports, find solutions to various problems, and prioritize work.
- Must possess strong organizational skills and be able to multi-task in a fast-paced business environment.
Additional Information
Franklin Street is a group of companies focused on delivering value-added solutions to today’s commercial property owners. Founded in 2006 during one of the toughest real estate climates, Franklin Street has blossomed into one of the fastest-growing real estate and insurance companies in the Southeast, with offices in Tampa, Atlanta, Ft. Lauderdale, Miami, Orlando, and Jacksonville. Our family of real estate companies – which include Real Estate, Capital, Insurance, Valuation, and Management Services – is focused on developing solutions for the evolving demands of our clients.
Learn more about Franklin Street at www.FranklinSt.com .
Recent Awards Include:
- Fast 100 Award honoring the fastest 100 Fastest Growing companies in the State of Florida
- Fast 50 Award honoring the 50 Fastest Growing companies in Tampa Bay – Tampa Bay Business Journal – 2011, 2012, 2013, 2014, 2015, and 2016
- Tampa Bay Chamber of Commerce – Small Business of the Year Finalist
- Tampa Bay Times – Best Places to Work Award
- Best Places to Work Award Finalist – Tampa Bay Business Journal
- Real Estate Forum Magazine – cover feature 2016 “Best Bosses” edition – Andrew Wright, CEO
- 40 under 40 Award, Real Estate Forum Magazine – Andrew Wright, CEO
- 25 to Watch, Tampa Bay Business Journal – Andrew Wright, CEO
- Top Volunteer Workplace – United Way Suncoast
- Corporate Philanthropy Award Finalist – Tampa Bay Business Journal
