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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management within the insurance industry, with a strong focus on client retention, effective communication, and problem-solving. Proficient in using agency management systems and Microsoft Office products to support operational efficiency.
Highest-signal resume keywords
Florida 2-20 Insurance LicenseAccount Management ExperienceSagitta Agency Management SystemCustomer Service SkillsSupervisory Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementInsurance TerminologyInsurance Products KnowledgeClient Accounts ReceivablesClient Accounts Payables
Soft Skills
Communication SkillsProblem-SolvingMentoringTime ManagementOrganizational Skills
Tools & Technologies
SagittaImageRightMicrosoft Office Products
Certifications & Qualifications
Florida 2-20 Insurance License
Industry Keywords
Insurance AgencyClient RetentionService SupportProfessional GrowthTeam Lead Role
About the role
Key responsibilities & impact- Manage the renewal process
- Provide insurance advice regarding technical aspects and service support for new and renewal business
- Maintain client retention of existing accounts
- Communicate with internal and external clients
- Use the Sagitta Agency Management System and document management system
- Mentor associates
- Solve problems, including using abstract reasoning
- Manage client accounts receivables/payables
- Manage time and organization
- Pursue professional growth and development
Requirements
What you’ll need- High school diploma or equivalent
- Active and Current Florida 2-20 insurance license
- 5 years of account management experience within an insurance agency
- Experience in a supervisory or team lead role
- Strong proficiency in Microsoft Office Products
- Excellent customer service skills
- Ability to communicate clearly in writing and verbally
- Thorough knowledge of insurance terminology and insurance products and their usage
- Bachelor’s degree or higher (additional qualification, plus but not required)
- Experience with Sagitta and/or ImageRight (additional qualification, plus but not required)
Benefits
Comp & perks- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid work.
- Charitable contribution match programs.
- Stock purchase opportunities.
- Robust benefits programs and resources supporting colleague well-being.
- Inclusive work environment.
- Accommodation during the application or interview process.