Finance & Insurance Manager jobs in Melbourne, FL
Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Recently Added Finance & Insurance Manager jobs
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
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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
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
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
Finance Manager
- Jobot
-
Cocoa, FL
FULL_TIME
- Direct Hire Finance Manager This Jobot Job is hosted by: Brandon Clark Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $85,000 - $92,000 per year A...
- 10 Days Ago
Finance Manager
- Cocoa Hyundai, Inc.
-
Cocoa, FL
FULL_TIME
- At Cocoa Hyundai we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at ...
- 27 Days Ago
Automotive Finance Manager
- Nissan of Fort Pierce
-
Fort Pierce, FL
FULL_TIME
- Overview:We are seeking a highly skilled and experienced Finance Manager to join our team. As a Finance Manager, you will be responsible for overseeing the financial operations of our organization. Th...
- 13 Days Ago
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0 Finance & Insurance Manager jobs found in Melbourne, FL area
Senior Land Acquisition Manager
- Lennar Homes
-
Melbourne, FL
- Overview Welcome Home! Build your career with Lennar! As one of the nation’s largest builders, Lennar has built over one...
- 4/24/2024 12:00:00 AM
Assistant Controller
- Extant Aerospace
-
Melbourne, FL
- To conform to U.S. export control regulations, applicant should be eligible for any required authorizations from the U.S...
- 4/24/2024 12:00:00 AM
HVAC Professional Sales Representative Uncapped Commission
- Anna's Air and Heat, INC
-
Melbourne, FL
- Job Description Job Description Benefits: Life Insurance 401(k) Free uniforms Health insurance Opportunity for advanceme...
- 4/24/2024 12:00:00 AM
M&A Advisor Associate
- Agency Brokerage
-
Melbourne, FL
- Company Description Agency Brokerage is a premier M&A firm specializing in the independent insurance brokerage industry....
- 4/23/2024 12:00:00 AM
Structural Engineer
- TLC Engineering Solutions
-
Melbourne, FL
- Job Details Level Experienced Job Location Melbourne, FL Position Type Full Time Description We are looking for a Struct...
- 4/23/2024 12:00:00 AM
District Executive
- Central Florida Council Boy Scouts
-
Melbourne, FL
- Benefits and Salary information: All councils are equal opportunity employers. In addition to offering a competitive sal...
- 4/22/2024 12:00:00 AM
Finance Director
- City of Sebastian, FL
-
Sebastian, FL
- Salary : $103,001.60 - $178,734.40 Annually Location : Sebastian, Florida Job Type: Full-Time Job Number: 2324.09 Financ...
- 4/21/2024 12:00:00 AM
Sales Associate / Key Sales / Seasonal Opportunities - Banter by Piercing Pagoda - Melbourne Square - Store 929 - Melbourne, FL
- Signet Jewelers
-
Melbourne, FL
- We have many opportunities available on our other career site pages. Click here to link to our careers page! "Be More Yo...
- 4/20/2024 12:00:00 AM
About Melbourne, Florida
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 Finance & Insurance Manager jobs
$71,118 to $107,477
Melbourne, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Finance & Insurance Manager do?
Finance & Insurance Manager in Tucson, AZ
The insurance industry needs employees with strong math skills and the ability to handle financial planning and management tasks, and these jobs are opportunities for college students who graduate with a bachelor’s or master’s degrees in finance.
February 01, 2020
Finance & Insurance Manager in Albany, NY
Finance and Insurance managers need to have a bachelor’s degree and a minimum of 5 years experience in the finance, insurance or some related industry.
January 24, 2020
Finance & Insurance Manager in Helena, MT
The Finance & Insurance Manager's primary responsibility is to manage the financial transaction of the vehicle buying experience for each customer of the dealership.
January 12, 2020