Founded in 1919, The Plastridge Insurance Agency has served the South Florida community with a commitment to integrity and trust. There’s a reason we’ve been named the Best Place to Work by 3 different organizations: Our culture, core values and commitment to our team—come join #teamplastridge!
TECHNICAL ASSISTANT – EMPLOYEE BENEFITS DIVISION
Job Description:
Provides technical assistance to the Employee Benefits Division performing data entry and data management duties including client enrollments, terminations and changes.
Essential Functions:
Education/Experience:
LARGE COMMERCIAL ACCOUNT MANAGER
Job Description:
Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention
Essential Functions:
Education/Experience:
SMALL BUSINESS ACCOUNT MANAGER
Job Description:
Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.
Essential Functions:
•Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
•Direct pro-active communication with clients
•Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
•Provide direction and oversight to Technical Assistants working on behalf of assigned clients
•Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
•Coordinate change requests and modify policies as appropriate or as requested
•Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
•Record, report and service assigned clients’ claims and losses, or refer clients to Claims department
•Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.
•Follow company procedures regarding the documentation and maintenance of account information in EPIC system
•Be familiar with and follow Agency E&O guidelines
•Report any omissions regarding coverage on policies to the Branch Manager
•Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
•Any other duties as assigned
Education/Experience:
•High School diploma or General Education Diploma (G.E.D.)
•3 to 5 years of commercial lines experience
•EPIC experience a plus
•2-20 or 4-40 P&C FL license required
PERSONAL LINES ACCOUNT MANAGER
Job Description:
Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.
Essential Functions:
•Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
•Direct pro-active communication with clients
•Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
•Provide direction and oversight to Technical Assistants working on behalf of assigned clients
•Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
•Coordinate change requests and modify policies as appropriate or as requested
•Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
•Record, report and service assigned clients’ claims and losses, or refer clients to Claims department
•Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.
•Follow company procedures regarding the documentation and maintenance of account information in EPIC system
•Be familiar with and follow Agency E&O guidelines
•Report any omissions regarding coverage on policies to the Branch Manager
•Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
•Any other duties as assigned
Education/Experience:
•High School diploma or General Education Diploma (G.E.D.)
•3 to 5 years of personal lines experience
•EPIC experience a plus
•2-20 P&C FL license required
SALES EXECUTIVE (Divisions: Employee Benefits, Private Client and Assisted Living Facilities)
Job Description:
A sales position with the responsibility of building business relationships for the purpose of generating insurance sales. This position is also expected to provide servicing guidance for the team, addressing issues with any client or prospect, determine the approach and strategy for working with clients and interacting with Account Managers to best support the client.
Essential Functions:
TECHNICAL ASSISTANT – EMPLOYEE BENEFITS DIVISION
Job Description:
Provides technical assistance to the Employee Benefits Division performing data entry and data management duties including client enrollments, terminations and changes.
Essential Functions:
Education/Experience:
LARGE COMMERCIAL ACCOUNT MANAGER
Job Description:
Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention
Essential Functions:
Education/Experience:
SMALL BUSINESS ACCOUNT MANAGER
Job Description:
Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.
Essential Functions:
•Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
•Direct pro-active communication with clients
•Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
•Provide direction and oversight to Technical Assistants working on behalf of assigned clients
•Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
•Coordinate change requests and modify policies as appropriate or as requested
•Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
•Record, report and service assigned clients’ claims and losses, or refer clients to Claims department
•Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.
•Follow company procedures regarding the documentation and maintenance of account information in EPIC system
•Be familiar with and follow Agency E&O guidelines
•Report any omissions regarding coverage on policies to the Branch Manager
•Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
•Any other duties as assigned
Education/Experience:
•High School diploma or General Education Diploma (G.E.D.)
•3 to 5 years of commercial lines experience
•EPIC experience a plus
•2-20 or 4-40 P&C FL license required
PERSONAL LINES ACCOUNT MANAGER
Job Description:
Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.
Essential Functions:
•Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
•Direct pro-active communication with clients
•Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
•Provide direction and oversight to Technical Assistants working on behalf of assigned clients
•Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
•Coordinate change requests and modify policies as appropriate or as requested
•Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
•Record, report and service assigned clients’ claims and losses, or refer clients to Claims department
•Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.
•Follow company procedures regarding the documentation and maintenance of account information in EPIC system
•Be familiar with and follow Agency E&O guidelines
•Report any omissions regarding coverage on policies to the Branch Manager
•Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
•Any other duties as assigned
Education/Experience:
•High School diploma or General Education Diploma (G.E.D.)
•3 to 5 years of personal lines experience
•EPIC experience a plus
•2-20 P&C FL license required
SALES EXECUTIVE (Divisions: Employee Benefits, Private Client and Assisted Living Facilities)
Job Description:
A sales position with the responsibility of building business relationships for the purpose of generating insurance sales. This position is also expected to provide servicing guidance for the team, addressing issues with any client or prospect, determine the approach and strategy for working with clients and interacting with Account Managers to best support the client.
Essential Functions: