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Account Manager

Company: Wellhouse Company
Location: Jacksonville
Posted on: January 16, 2022

Job Description:

Account and Risk Manager


Wellhouse is adding a foundational member to our team. The ideal candidate will feel at home in our client's businesses and display the sense of urgency business owners expect. This role will focus on creating a positive client experience and drive a culture of safety. This is the opportunity to work for an entrepreneurial team with a track record of success at the beginning of their latest endeavor.

Account Executive Role
--- Day-to-day maintenance and servicing of assigned Commercial Lines accounts
--- Marketing & placement of CL new business and renewal accounts
--- Schedule quarterly and yearly reviews
--- Assist in annual review and risk exposure analysis for existing accounts
--- Maintain current knowledge of underwriting requirements of carriers
--- Maintain client files and ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures and within agency timelines

Risk Management (Optional)
--- Understand client operations to help foster a culture of safety
--- Process client operation and claim data to identify issues and trends
--- Implement KPA Risk Management Dashboard in client's environment
--- Help develop safety and training programs
--- Identify tools to prevent losses

Qualifications & Education
--- Willingness to learn insurance brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
--- Experience and expertise in operating in an electronic environment including Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
--- Time management, organizational, and clear communication skills
--- Sense of urgency
--- Curiosity
--- Organization
--- Self-motivation

Founded in 2018, Wellhouse was decades in the making. Rick Stein and Richard Stein Jr saw the need for a Risk Management Advisory focused on fellow entrepreneurs. The founders borrowed from experience with an eye for the future to serve as an extension of members' teams. The company supplements Rick's deep understanding of the insurance industry and Richard Jr's unique view of risk with a team of industry veterans.

Wellhouse partners with local industry leaders to reduce their Total Cost of Risk. Our team has a long-term, vested interest in our clients. Our goal is to enable growth through service, intellectual capital, and integrity.

Wellhouse is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Keywords: Wellhouse Company, Jacksonville , Account Manager, Executive , Jacksonville, Florida

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