... WorkSmart, BPR). • Review underwriting documents (SOV, ISO, cost estimators) and ensure timely task tracking. • Support account rounding and cross-selling initiatives using strategic tools. • ...
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60 Worksmart Jobs Hiring Near You
... WorkSmart, BPR). • Review underwriting documents (SOV, ISO, cost estimators) and ensure timely task tracking. • Support account rounding and cross-selling initiatives using strategic tools. • ...
Account Manager, Private Client Group
Camden, NJ · Hybrid
$80K - $95K/yr
Knowledge of Document Management System (WorkSmart) preferred. * Knowledge of Agency Management Systems (Sagitta) preferred. * Ability to provide effective on-the-job training and to work flexible ...
Account Manager, Private Client Group
Camden, NJ · Hybrid
$80K - $95K/yr
Knowledge of Document Management System (WorkSmart) preferred. * Knowledge of Agency Management Systems (Sagitta) preferred. * Ability to provide effective on-the-job training and to work flexible ...
... WorkSmart, BPR). • Review underwriting documents (SOV, ISO, cost estimators) and ensure timely task tracking. • Support account rounding and cross-selling initiatives using strategic tools. • ...
Quick apply
... WorkSmart, BPR). • Review underwriting documents (SOV, ISO, cost estimators) and ensure timely task tracking. • Support account rounding and cross-selling initiatives using strategic tools. • ...
Account Manager
New York, NY · Hybrid
$120K - $160K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Minimum of five to seven years of Commercial Multi-line Property ...
Account Manager
New York, NY · Hybrid
$120K - $160K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Minimum of five to seven years of Commercial Multi-line Property ...
Account Manager, Private Client Group
Camden, NJ · On-site
$80K - $95K/yr
Knowledge of Document Management System (WorkSmart) preferred. * Knowledge of Agency Management Systems (Sagitta) preferred. * Ability to provide effective on-the-job training and to work flexible ...
Account Manager, Private Client Group
Camden, NJ · On-site
$80K - $95K/yr
Knowledge of Document Management System (WorkSmart) preferred. * Knowledge of Agency Management Systems (Sagitta) preferred. * Ability to provide effective on-the-job training and to work flexible ...
The Workers will also set up, execute, and evaluate the results of automated tests using Kainos WorkSmart. The Workers will report directly to the ASMP 2.0 client's Testing Lead. The Workers should ...
The Workers will also set up, execute, and evaluate the results of automated tests using Kainos WorkSmart. The Workers will report directly to the ASMP 2.0 client's Testing Lead. The Workers should ...
Account Manager
New York, NY · On-site
$120K - $160K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Minimum of five to seven years of Commercial Multi-line Property ...
Account Manager
New York, NY · On-site
$120K - $160K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Minimum of five to seven years of Commercial Multi-line Property ...
Senior Client Service Representative
Deerfield, IL · On-site
$60K/yr
Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs ...
Senior Client Service Representative
Deerfield, IL · On-site
$60K/yr
Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs ...
WORKsmart - Flexibility around core working hours * Hybrid Working * 5% contribution to 401k * ADP Totalsource
WORKsmart - Flexibility around core working hours * Hybrid Working * 5% contribution to 401k * ADP Totalsource
WORKsmart - Flexibility around core working hours * Hybrid Working * 5% contribution to 401k * ADP Totalsource
WORKsmart - Flexibility around core working hours * Hybrid Working * 5% contribution to 401k * ADP Totalsource
Senior Client Service Representative
Deerfield, IL · Hybrid
$60K/yr
Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs ...
Senior Client Service Representative
Deerfield, IL · Hybrid
$60K/yr
Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs ...
WORKsmart - Flexibility around core working hours * Hybrid Working * 5% contribution to 401k * ADP Totalsource
WORKsmart - Flexibility around core working hours * Hybrid Working * 5% contribution to 401k * ADP Totalsource
WORKsmart - Flexibility around core working hours * Hybrid Working * 5% contribution to 401k * ADP Totalsource
Quick apply
WORKsmart - Flexibility around core working hours * Hybrid Working * 5% contribution to 401k * ADP Totalsource
Maintain accurate documentation in AMS360 and WorkSmart in accordance with agency SOPs Underwriting & Carrier Knowledge * Apply and follow all carrier underwriting guidelines across Florida markets
Maintain accurate documentation in AMS360 and WorkSmart in accordance with agency SOPs Underwriting & Carrier Knowledge * Apply and follow all carrier underwriting guidelines across Florida markets
Maintain accurate documentation in AMS360 and WorkSmart in accordance with agency SOPs Underwriting & Carrier Knowledge * Apply and follow all carrier underwriting guidelines across Florida markets
Maintain accurate documentation in AMS360 and WorkSmart in accordance with agency SOPs Underwriting & Carrier Knowledge * Apply and follow all carrier underwriting guidelines across Florida markets
Proficient in AMS360 and WorkSmart is preferred but not required. Work Location: McMinnville, TN Work Type: Full-time M-TH 8AM - 4:45PM, F 8AM - 3PM Summary: If you enjoy helping others and are a ...
Proficient in AMS360 and WorkSmart is preferred but not required. Work Location: McMinnville, TN Work Type: Full-time M-TH 8AM - 4:45PM, F 8AM - 3PM Summary: If you enjoy helping others and are a ...
WORKsmart - Flexibility around core working hours * 5% contribution to 401k * ADP Totalsource * Hybrid working
Quick apply
WORKsmart - Flexibility around core working hours * 5% contribution to 401k * ADP Totalsource * Hybrid working
Senior Client Service Representative
Chicago, IL · Hybrid
$60K/yr
Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs ...
Senior Client Service Representative
Chicago, IL · Hybrid
$60K/yr
Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs ...
Senior Client Service Representative
Deerfield, IL · Hybrid
$60K/yr
Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs ...
Senior Client Service Representative
Deerfield, IL · Hybrid
$60K/yr
Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs ...
Account Analyst
Camden, NJ · Hybrid
$62K - $75K/yr
Maintains workflows, tasks and incoming mail in Document Management System - WorkSmart. * Ensures accuracy of account data and input into the agency management system - Sagitta. * Adheres to company ...
Account Analyst
Camden, NJ · Hybrid
$62K - $75K/yr
Maintains workflows, tasks and incoming mail in Document Management System - WorkSmart. * Ensures accuracy of account data and input into the agency management system - Sagitta. * Adheres to company ...
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Full-time
Posted 9 days ago
Job description
We’re seeking an experienced Commercial Lines Account Manager who can handle complex accounts with minimal oversight. This is a full-time, in-house position—remote work is not available.
Key Responsibilities
• Manage renewal processes 120–150 days prior to expiration, including underwriting and marketing of accounts.
• Complete and process applications, endorsements, billing, and client documentation using internal systems (e.g., WorkSmart, BPR).
• Review underwriting documents (SOV, ISO, cost estimators) and ensure timely task tracking.
• Support account rounding and cross-selling initiatives using strategic tools.
• Respond promptly to client requests and assist in day-to-day servicing.
• Educate clients on coverage options, policy changes, and claims processes.
• Create proposals and master certificates; handle claim intake and reporting.
• Maintain knowledge of online rating and underwriting platforms across all coverage lines.
• Participate in team meetings and contribute to service-related projects.
Required Skills & Attributes
• Must have at least 10 years of Commercial Lines experience (mid-to-large accounts)
• Active Florida License
• Strong communication and client service orientation.
• Proficiency in insurance systems and document preparation.
• Knowledge of commercial lines coverage and underwriting.
• Reliable, organized, and responsive to shifting priorities.
• Collaborative, with a proactive and positive attitude.
Key Responsibilities
• Manage renewal processes 120–150 days prior to expiration, including underwriting and marketing of accounts.
• Complete and process applications, endorsements, billing, and client documentation using internal systems (e.g., WorkSmart, BPR).
• Review underwriting documents (SOV, ISO, cost estimators) and ensure timely task tracking.
• Support account rounding and cross-selling initiatives using strategic tools.
• Respond promptly to client requests and assist in day-to-day servicing.
• Educate clients on coverage options, policy changes, and claims processes.
• Create proposals and master certificates; handle claim intake and reporting.
• Maintain knowledge of online rating and underwriting platforms across all coverage lines.
• Participate in team meetings and contribute to service-related projects.
Required Skills & Attributes
• Must have at least 10 years of Commercial Lines experience (mid-to-large accounts)
• Active Florida License
• Strong communication and client service orientation.
• Proficiency in insurance systems and document preparation.
• Knowledge of commercial lines coverage and underwriting.
• Reliable, organized, and responsive to shifting priorities.
• Collaborative, with a proactive and positive attitude.