• Commercial Lines Account Manager
• Sales Account Executive
• Marketing Analyst

• Benefits Producer
• Benefits Consultant
• Account Manager
• Sales Account Executive

Capital Partners Insurance, and is still the best insurance agency to work for in the area, hands down. We offer a great benefits package, competitive pay, and an exciting and energetic work environment. We are always looking for the best and brightest in the industry. We look for team members that wish to participate in the creation of a better agency. All of our employees are involved with the management and operations of the agency: we feel each individual brings special talents, backgrounds, and insights to the table. We utilize this to continually improve and update how we operate our business. We know and accept there is always a better way to do something and thrive on a culture of “change is good”.

Job Description:
Capital Partners Insurance is looking for a commercial lines account manager with experience in providing customer service and looking for a career focused opportunity to grow in a dynamic sales environment.

Responsibilities:
The daily administration of all customer service needs required by a P&C commercial lines client including:

• The timely processing of change requests, endorsements, binders, certificates of insurance, account summaries, policies & invoicing
• Maintenance of accurate and comprehensive client file
• Managing client relationship with customer point of contact and ensuring
  completion or proper referral for completion of all customer needs
• Work closely and collaboratively with P&C Sales Account Executive to ensure customer needs and expectations are being met
• Handle and ensure escalation when necessary for issues between client and carrier
• Renewal preparation, processing and filing
• Prepares reports as needed
• Satisfactory retention of book of business assigned

Required Experience & Skills Preferred:

• Property & Casualty License required
• Experience with agency management systems including, but not limited to, the Applied and Vertafore platforms.
• MS Office Suite intermediate level experience or better
• Strong attention to detail
• A desire and ability to train others and work in a team environment
• Strong communication skills
• 3 or more years in similar role preferred

Salary Range:
Negotiable, comprehensive benefits package available and education and training courses provided.

Job Description:
Capital Partners Insurance is looking for a dynamic sales executive to join agency in Ormond Beach, FL. This agency will foster high growth for self-motivated candidates driven by the competitive nature of sales.

Required Experience & Skills Preferred:

• Four year college degree preferred
• Demonstrate an ability to generate new business prospects
• Effective communication skills to create and foster long-term relationships
• Proven ability to effectively work in a team environment
• Property & Casualty license required

Salary Range:
Negotiable, comprehensive benefits package available.

Capital Partners Employee Benefits Solutions – Daytona Beach Area, Florida

Functions

• Four year college degree preferred
• Demonstrate an ability to generate new business prospects
• Effective communication skills to create and foster long-term relationships
• Proven ability to effectively work in a team environment
• Property & Casualty license required
• Establish and build relationships with C-Level managers and business owners
• Actively develop and maintain a pipeline of new potential clients
• Develop comprehensive solutions to convert prospects into clients
• Maintain relationships with existing clients to source referrals
• Attend industry and networking events to source referrals
• Attend training to continue to develop sales/closing skills
• Meet or exceed annual sales goals
  

  Competencies and Qualifications

• Bachelor’s degree in Business Administration, Communications, etc
• 5+ years of Business-to-Business sales experience to C-Suite executives
• Ability to cold call to set appointments with potential clients
• Excellent oral and written communication skills
• Comfortable speaking in front of large groups of people
• Capable of developing effective marketing campaigns
  

  Technological Proficiencies

• Microsoft PowerPoint
• Microsoft Outlook
• Agency Management System
  

  Working Conditions

• Flexible work hours necessary
• Frequent travel to prospect and existing client offices

Capital Partners Employee Benefits Solutions – Daytona Beach Area, Florida

Functions

• Primary contact for select book of business
• Responsible for day-to-day service activities
• Work with Account Specialists to develop client reports, renewals and communication materials
• Support the Benefits Consultants in achieving client goals and strategic initiatives
• Responsible for coverage renewal strategy
• Implement and enroll new employees on new and existing lines of coverage
  

  Competencies and Qualifications

• Bachelor’s Degree preferred or equivalent experience
• 3+ years of experience with a health & welfare carrier or benefits broker
• Life & Health insurance license required
• Depth of understanding in full-range of employee benefit lines of coverage and service capabilities
• Effective oral and written communication skills
• Ability to lead team initiatives and mentor team members
• Ability to foster client and carrier relationships
• Ability to model financial implications of benefit program changes
• Meticulous attention to detail
• Capable of managing multiple tasks in succession
• Well informed and capable of communicating compliance and regulatory matters
  

  Technological Proficiencies

• Microsoft Excel (Vlookup, charts/graphs, basic function formulas)
• Microsoft PowerPoint (Create and edit professional presentations)
• Microsoft Word (Mail merge, letters, memos)
• Microsoft Publisher (Handouts, Posters, Booklets)
• Database Management System such as Access
• Agency or Customer Management System
• Enrollment systems and data feeds
  

  Working Conditions

• Primarily in office to promote team member collaboration
• Flexible work hours may be necessary when facing deadlines
• Occasional travel to local client locations

Capital Partners Employee Benefits Solutions – Daytona Beach Area, Florida

Functions

• Account lead for assigned book of business
• Complete annual assessments to determine client needs
• Develop and implement strategic initiatives
• Responsible for developing and communicating renewal, implementation and service strategies
• Work with client and carrier to present and negotiate renewals
• Support retention and growth of the book of business
  

  Competencies and Qualifications

• Bachelor’s Degree preferred or equivalent experience
• 3+ years of experience with a health & welfare carrier or benefits broker
• Life & Health insurance license required
• Depth of understanding in full-range of employee benefit lines of coverage and service capabilities
• Highly effective oral and written communication skills
• Ability to lead team initiatives and mentor team members
• Ability to foster client and carrier relationships
• Ability to model financial implications of benefit program changes
• Meticulous attention to detail
• Capable of managing multiple tasks in succession
• Well informed and capable of communicating compliance and regulatory matters
  

  Technological Proficiencies

• Microsoft Excel (Vlookup, charts/graphs, basic function formulas)
• Microsoft PowerPoint (Create and edit professional presentations)
• Microsoft Word (Mail merge, letters, memos)
• Microsoft Publisher (Handouts, Posters, Booklets)
• Database Management System such as Access
• Agency or Customer Management System
• Enrollment systems and data feeds
  

  Working Conditions

• Primarily in office to promote team member collaboration
• Flexible work hours may be necessary when facing deadlines
• Occasional travel to local client locations

Capital Partners Employee Benefits Solutions – Daytona Beach Area, Florida

Functions

• Assist Account Managers in preparing renewals
• Create communication and enrollment materials
• Development of enrollment and ad-doc reports
• Update Account Management system
• Assist with Open Enrollment meetings as necessary
  

  Competencies and Qualifications

• Bachelor’s Degree preferred or equivalent experience
• No experience required, 2 years preferred
• Life and Health Insurance license required to be obtained within six months of hire
• Works well with teams
• Strong desire and willingness to learn
• Effective oral and written communication skills
• Meticulous attention to detail
• Very comfortable with numbers
  

  Technological Proficiencies

• Microsoft Excel (Vlookup, charts/graphs, basic function formulas)
• Microsoft PowerPoint (Create and edit professional presentations)
• Microsoft Word (Mail merge, letters, memos)
• Microsoft Publisher (Handouts, Posters, Booklets)
• Database Management System such as Access
• Agency or Customer Management System
• Enrollment systems and data feeds
• Capable of managing multiple tasks in succession
  

  Working Conditions

• Primarily in office to promote team member collaboration
• Flexible work hours may be necessary when facing deadlines
• Minimal travel to local client locations