The primary function of this position is to provide exceptional service to existing clients, fulfilling new business opportunities for current clients (rounding out accounts) as well as new prospective clients as opportunity arise. The Commercial Account Manager will be the day-to-day liaison between the insurance company, agency, and its insureds.

Daily servicing of clients will include addressing various coverage issues and handling all the inside service work associated with the clients’ account. This includes all endorsement activities, routine coverage questions, problem solving, renewals, checking and binding of policies.

New business fulfillment for current clients & new prospective clients as opportunities arise. Includes securing underwriting information, marketing account to key carriers and consultation with prospect insured to secure the bound policy.

Responsibilities include, but not limited to:

 Build and maintain relationships with clients and team.

 Provide consistent, accurate, and timely communication through verbal and electronic

correspondence.

 Process daily incoming email and phone requests, responding promptly and

appropriately.

 Development of new business and renewal strategies – including preparing specifications

and submission material for marketing, securing underwriting information and analyzing

existing coverage as well as making recommendations to clients.

 Awareness and in-depth knowledge of current marketplace for account placement

including, coverage enhancements, price negotiation, forms, policy terms, etc.

 Assist clients in making appropriate coverage changes; inform and educate clients about

coverage’s, exclusions, exposures, and audits and document electronic file accordingly.

 Order and issue binders, evidence of insurances, policies, endorsements, and other related

items; verifies their accuracy; forwards them to client with appropriate correspondence.

 Partner with support service provider PATRA to issue certificates of insurance as needed.

 Performs review and audits of policies; verifies accuracy and facilitates corrections, as needed,

between client and carrier.

 Handle cancellations with care, and acts to save accounts (if applicable)

12.23

 Renew and re-market accounts as needed in conjunction with agency standards.

 Maintain client files in agency management system and use AMS for processing all

transactions.

 Maintain client files accurately and consistently documenting conversations, sending

confirmations to clients, adhering to all other automation procedures. Must update the AMS

accordingly using the provided guidelines.

 Provide technical support to Affiliates and insured’s (coverage-wise, with proposal,

suspense, items etc.) to help clients.

 Determines if agency or direct billing and invoices accordingly. If an agency bill account

requires financing, partner with preferred vendor, BankDirect.

 Other duties as assigned.

Competencies

 Attention to detail/ Does not let important details slip through the cracks, or derail a project.

 Communication/ Speaks and writes clearly without being overly verbose or talkative.

Maintains this standard in all forms of communication, including e-mail.

 High standards/ Expects personal performance and team performance to be nothing short of

the best.

 Honesty & Integrity/ Does not cut corners ethically. Earns trust and maintains

confidence. Does what is right, not just what is expedient. Speaks plainly and

truthfully.

 Organization & Planning/ Plans, organizes, schedules, and budgets in an efficient productive

manner and focuses on priorities. Follow-through on commitments and can self-manage time

and priorities.

 Teamwork/ Reaches out to peers and cooperates with supervisors to establish an overall

working relationship.

Qualifications

 Minimum of 5 years prior insurance experience.

 Current P&C Brokers License.

 CIC Designation or advanced designation preferred.

 Proficiency in insurance coverage with strong working knowledge of complex issues and

markets.

 Proficient computer skills particularly with Outlook, Microsoft Office, Zoom and Agency

Management System (EPIC preferred)

 Proven effective direct presentation capabilities.

 Excellent interpersonal communication skills, verbal and written.

 Well organized multi-tasker. Ability to prioritize and self-manage workload. Detail oriented.

 Enjoys working in a team who strives to be their best, supports each other & aspires to reach

goals.

Job Types: Full-time, Permanent

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person