Branch Manager - Insurance jobs in Melbourne, FL

Branch Manager - Insurance manages the daily activities of the branch office, with duties such as insurance claim processing (home, auto, life, mortgage, etc.), marketing, auditing, loss prevention, and underwriting. Hires, trains, and monitors the performance of new insurance agents. Being a Branch Manager - Insurance provides updates to the regional manager regarding operating results, insurance trends, and competitor methods. May provide guidance on more complex issues. Additionally, Branch Manager - Insurance develops new business through selling and marketing activities. Requires a bachelor's degree. Typically reports to the regional manager. The Branch Manager - Insurance typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Branch Manager - Insurance typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Commercial Insurance Account Manager - Hybrid/ Remote Opportunity
  • Insurance Office of America
  • Cocoa, FL FULL_TIME
  • *** This is a Hybrid/ Remote Work Opportunity based out of our Longwood, FL office ***

    Title:
    Account Manager - Commercial Lines
    Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.

    Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.

    Job Summary

    Working in conjunction with Account Executive (AE) or Producer and following established industry and company guidelines; responsible for managing an assigned book of business; increasing account retention and new business support; and meeting all performance requirements regarding production, quality, and ensuring that no liability associated with errors and omissions occur. Responsible for strategic coordination and execution of day- to-day administrative and customer service activities for assigned accounts, and capable of resolving complex customer service problems, showing the ability for critical thinking and thought process in taking the next step in the best interest of the client, carrier partner and IOA.

    What You’ll Do:

    • Maintain high degree of technical competence and industry/market expertise
    • Exercise discretion and independent judgment to ensure beneficial outcomes for clients and IOA
    • Direct day-to-day activities and workflow assigned to administrative, customer service and/or account management team which includes delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met
    • Assist in monitoring team performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to Management when appropriate
    • Management and execution of a variety of customer service and value-added service requests/inquiries including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements
    • Manage policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals and ensures all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe
    • Manage policy renewal process in conjunction with AM, AE and/or Producer, including but not limited to:
      • Conducting client research and gathering complete underwriting information
      • Conducting Loss Run Analysis
      • Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required
      • Evaluating and negotiating coverages and pricing
      • Preparing and presenting Proposals
      • Binding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or IOA
      • Preparing and executing Premium Finance Agreements, when applicable
      • Diligent follow up for Policy Issuance
      • Review all policies, identifying and notifying AE or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier
      • Maintaining accurate and complete policy transaction detail, schedules and Summaries of Insurance
    • Monitor Accounts Receivables reports and take action on any delinquent accounts along with collecting outstanding balances due
    • Maintain agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date
    • Monitor and maintain activity/suspense, taking necessary action to ensure completion within required time frame
    • Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the AE, Producer and/or Management is fully informed of workload status, questions, concerns and/or any errors, discrepancies or changes as it relates to the account and their insurance policies and facilitates appropriate/corrective actions
    • Deliver excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
    • Continually stay abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures
    • Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices
    • Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
    • Regular and consistent attendance is expected, and a necessary component to the job
    • Perform other duties as assigned

    What We’re Looking For:

     3 years of account management experience; or 5 years related experience in the insurance industry
     Has a through working knowledge of insurance brokerage business and assigned clients’ needs
     All required active licensing
     At least one professional designation preferred, such as CIC or equivalent
     Strong analytical, problem solving and decision making skills
     Exceptional customer service skills
     Excellent multi-tasking, organizational, and prioritization skills
     Outstanding verbal/written communication skills
     Ability to perform large work volumes with high degrees of accuracy and attention to detail
     PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel
     Exceptional personal character
     High School Diploma (or equivalent)

    What We Offer
    :

    • Competitive salaries and bonus earning potential
    • Great benefits, including company paid health insurance
    • Paid time off for holidays, vacations, and sick time
    • 401K with an employer match
    • Participation in our employee stock plan
    • Opportunities for professional growth and career progression
    • A culture that emphasizes respect for every individual
    • Company commitment to work/family life balance and community service
    • Teammates who share your drive for excellence
    • Knowing every day you are helping our clients protect their families and businesses

    Still wondering if IOA is the right fit for
    you?

    • If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
    • If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
    • If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.

  • 16 Days Ago

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Commercial Insurance Account Manager - Hybrid/ Remote Opportunity
  • Insurance Office of America
  • Melbourne, FL FULL_TIME
  • *** This is a Hybrid/ Remote Work Opportunity based out of our Longwood, FL office *** Title: Account Manager - Commercial Lines Welcome to Insurance Office of America – one of the nation’s largest an...
  • 16 Days Ago

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Account Manager Associate - Commercial Lines Insurance
  • Insurance Office of America
  • Cocoa, FL FULL_TIME
  • We’re Insurance Office of America, one of the nation’s largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and pa...
  • 1 Month Ago

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Branch Manager
  • iTHINK Financial Credit Union
  • Sebastian, FL FULL_TIME
  • General Job Description: Provide leadership, manage and oversee all aspects of daily branch operations. Coach staff to maintain excellent service, goal achievement and continual education in our produ...
  • 21 Days Ago

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Branch Manager
  • ITHINK FINANCIAL
  • Sebastian, FL FULL_TIME
  • General Job Description: Provide leadership, manage and oversee all aspects of daily branch operations. Coach staff to maintain excellent service, goal achievement and continual education in our produ...
  • 21 Days Ago

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Branch Manager
  • PNC Financial Services Group
  • Port Saint Lucie, FL FULL_TIME
  • Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customer...
  • Just Posted

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0 Branch Manager - Insurance jobs found in Melbourne, FL area

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Managing Partner
  • Modern Woodmen of America
  • Melbourne, FL
  • As a Managing Partner, you’ll grow a team of financial representatives. You’ll help guide and train your team members as...
  • 4/24/2024 12:00:00 AM

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Part-Time Operations Coordinator
  • Freeman
  • Orlando, FL
  • About Us Freeman is a global leader in events. Whether virtual, in-person, or hybrid, Freeman is on a mission to redefin...
  • 4/24/2024 12:00:00 AM

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General Manager
  • HomeTeam Pest Defense
  • Orlando, FL
  • ** General Manager** **Job Category****:** Operations Leadership **Requisition Number****:** GENER022312 Showing 1 locat...
  • 4/24/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Melbourne, FL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/22/2024 12:00:00 AM

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Lead Transportation Security Officer
  • Department Of Homeland Security
  • Melbourne, FL
  • Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
  • 4/22/2024 12:00:00 AM

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Pest Control Technician
  • Rollins, Inc.
  • Orlando, FL
  • ** Pest Control Technician** **Job Category****:** Outside Service Technician **Requisition Number****:** PESTC025212 Sh...
  • 4/22/2024 12:00:00 AM

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Medical Device Outside Sales Representative (Orlando, FL)
  • Hiossen, Inc
  • Orlando, FL
  • ** Medical Device Outside Sales Representative (Orlando, FL)** **Job Category****:** Sales **Requisition Number****:** M...
  • 4/22/2024 12:00:00 AM

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HVAC Installer Res Light Comm
  • Service Experts - Central Florida
  • Melbourne, FL
  • Overview $2000 SIGN ON BONUS!! Why You Should Join the Service Experts Team? Our team consists of the very best; we beli...
  • 4/7/2024 12:00:00 AM

Melbourne /ˈmɛlbərn/ is a city in Brevard County, Florida, United States. As of the 2010 census, the population was 76,068. The municipality is the second-largest in the county by both size and population. Melbourne is a principal city of the Palm Bay – Melbourne – Titusville, Florida Metropolitan Statistical Area. In 1969 the city was expanded by merging with nearby Eau Gallie. Melbourne is located approximately 60 miles (97 km) southeast of Orlando on the Space Coast, along Interstate 95. It is approximately midway between Jacksonville and Miami. According to the United States Census Bureau,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Manager - Insurance jobs
$104,360 to $169,426
Melbourne, Florida area prices
were up 1.5% from a year ago

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Branch Manger demonstrates an ability to respond to customers’ needs, concerns, and any complaints that may arise.
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The Branch Manager will be focused on running the day-to-day operations.
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