Personal Lines Account Manager

About Us

The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by Murray Keyes and his sons, Carey and Kenneth. Since then, this third-generation, family-owned agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Personal Lines Insurance, Employee Benefits and Business Insurance.

Personal Lines Account Manager

Position Summary:

Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:

• Maintaining a high level of client service and satisfaction
• Marketing & placement of renewal accounts as appropriate
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

Primary Duties and Responsibilities:

• Support Producers’ sales efforts by handling accounts once bound.
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client.
• Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
• Review all items to be processed, to insure items were received as ordered.
• Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
• Participate in any special projects at management’s request.

Basic Qualifications:

• Florida 4-40 Customer Representative License or 2-20 General Lines License (Property & Casualty).
• Experience with claims handling, procedures, personal lines rating and applicable insurance laws/codes. 
• Experience with Vertafore AMS360 and ImageRight highly desired.
• Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems. 
• Excellent time management, organizational and verbal and written communication skills.
• Keen attention to detail.
• Confidentiality of financial, employee, and consumer information.
• Must be able to work with occasional instruction and supervision.

Preferred Qualifications:

• Familiarity with risk assessment and risk management techniques.
• Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.

Physical Demands and Work Environment:

• Frequently sit, stand and walk.
• Regularly required to talk or hear.
• Frequently required to use hands or fingers to handle or feel objects, tools or controls.
• Occasionally required to climb or balance, stoop, kneel, crouch or crawl.
• Occasionally lift and/or move up to 25 pounds.
• Vision abilities to include close vision, distance vision, peripheral vision and the ability to adjust focus.
• The noise level in the work environment is usually moderate.
• Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary.

Hours: Monday-Friday, 8:30am-5:00pm

Office Location: 477 North Harbor City Blvd., Melbourne, FL 32935

Benefits:

• Competitive Salary
• Healthcare Benefits offered through United Healthcare include Medical, Dental and Vision
• Retirement Plan - 401(k) with company matching and safe harbor.
• Company-paid Life Insurance, Voluntary Life Insurance, Company-paid Disability Insurance, Child and Eldercare Flexible Spending Account
• Supplemental Plans- Accident, Critical Care, Hospitalization, Legal Paid Time Off (PTO)
• Employee Assistance Program

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.