Customer Service RepresentativePrestige Planning LLC

We're looking for an ambitious insurance professional ready to join our established but growing team. Prestige Planning is a locally owned, risk management and financial planning firm in beautiful Sarasota, FL.

When you join our team, you'll also get a great culture built on our core values of Forward-thinking, Collaboration, and Consistency. It's our goal to help you not only grow in your career but to find fulfillment in your work.

We have a big vision for our company & we’re hoping to find the right person who aspires to join us!

Position: We are seeking a Property and Casualty Account Manager to serve high-net-worth clients for our office located in Lakewood Ranch, Florida.

Responsibilities and Expectations - This is a full-time, in-office position; office hours are M-F, 9:00 AM to 5:00 PM. Candidates must have a commensurate level of experience with:

• Working in a professional services environment.
• Building and maintaining client relationships
• Task and project management.
• Organizing information in internal and external filing systems such as Dropbox, SharePoint, and OneNote.
• Strong computer/tech skills and high proficiency in Microsoft 365 Products, EZLynx, G-Suite Products, WealthBox or similar CRM software.

We are looking for a personable, empathetic, and responsible individual to nuture and cultivate client relationships. You should apply if you:

• Feel energized when your team experiences success and measure your success by the success of others.
• Are willing to step out of your comfort zone and learn new concepts through online tutorials and other available resources.
• Enjoy building rapport and collaborating with clients and insurance companies.
• Are attentive to detail.
• (Preferred) have worked in the property casualty industry OR have a desire to grow in this industry.

You will be accountable for supporting sales advisors with duties such as:

• Answering client service questions related to administration, billing, and claim issues.
• Collaborate with producer(s) and other members of team to monitor and manage renewal processes for assigned clients.
• Coordinates weekly meetings with Advisors to complete client implementation processes.
• Become proficient in Agency Management System and SharePoint to update policies, log activities and assist clients and/or internal team members.
• Provide additional administrative support as needed.

You will also support client renewals and retention by activities such as:

• Coordinate meetings with clients and/or producers to present new and renewal policies as well as supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Complete all daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards.
• Remarket policies at renewal time as needed.
• Conducts quarterly analysis of client coverages with advisors and recommends coverage needs, as appropriate.
• Writing personalized thank you cards to clients after binding policies.

Benefits - We care about your personal and professional wellbeing. In addition to paying 50% of your employee health insurance premium, we offer:

• All-staff birthday lunches.
• Annual staff Christmas party.
• Paid time off, and
• Ongoing professional development to deepen your skills and optimize your talent as the marketplace evolves and changes.

• Process insurance policies accurately and efficiently
• Handle customer claims with care and professionalism
• Communicate effectively with customers to understand and meet their needs

Mandatory Qualifications:

• One year of Property and Casualty experience or equivalent experience
• Minimum 4-40 state-issued license (2-20 preferred).
• Good written and verbal communication skills
• Good problem-solving skills
• Good organizational skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

• Three years of industry specific experience
• Team player
• EZ Lynx Agency Management system experience