2 client executive jobs found in Lakeland, FL

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Executive to their  Acentria team in Lakeland, FL. Job Summary: The Personal Lines Account Executive is responsible for marketing new accounts to insurers, processing renewals and endorsements, handle client claims and other typical personal lines account servicing. Essential Functions: Reviewing clients and prospects' existing coverage's; identifying gaps/weaknesses in coverage and offering solutions Cross-selling and account rounding whenever possible along with asking for referrals Working in a team environment with the goal of growing our business profitably Become proficient in our Agency Management System and other personal lines related systems Utilizing technology and systems to educate, communicate and engage clients year-round Familiarize yourself with our other business units and...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...