6 account handler jobs found in Sarasota, FL

Overview As a Business Development Representative, you are the face of our agency and its “engine” for growth. You’ll help us grow by acquiring new customers, specifically Real Estate Agents, Mortgage Brokers, and Lenders, while nurturing existing accounts. Your sales approach will be to educate current and prospective clients on our closing services, tools, and compliance standards to guarantee a seamless and positive transaction experience for buyers, borrowers, and sellers. Responsibilities New Business Acquisition : Identify and qualify clients through prospecting, cold calling, and networking. Relationship Management : Maintain and expand your book of business by acting as a liaison between clients and our escrow/production teams and marketing to the non-directing real estate agent. Territory Strategy : Develop and execute a plan tailored to your market to maximize market share. Industry Visibility : Represent...

At FCCI, we focus on creating connections and building lasting relationships.  Our people truly make the difference.  Are you a dedicated team player who thrives in a diverse, innovative and upbeat culture?  Do you have strong team working skills, possess technical excellence, have a desire for continuous learning and have compassion and respect for others?  If so, FCCI Insurance Group is the company for you! We are currently seeking a motivated and well-organized Associate Underwriter to support the acquisition and retention of profitable commercial lines customers for our Florida Region. What you will do: Assist with gathering underwriting information on renewal and new business accounts and works with agency to obtain missing information. Approve, modify or decline all transactions (MVR, audit changes, endorsements, etc.) within assigned authority level Review all endorsement requests and gather missing information. Approve and provide issuance instructions...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Executive within the Shepherd family, you will assist Insurance Advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. You will provide guidance and mentorship to team members, fostering their professional growth, and building skills through leading by example. With a positive attitude, the Account Executive and Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: Provide positive, prompt, and accurate service to clients. Act independently or in accordance with...

PURPOSE:  This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As a Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Assist in marketing new and renewal business. Evaluate premiums, prepare...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...