Commercial Account Manager

Job Description:

 Accurately manage client accounts, ensuring all deadlines are met in a timely and

professional manner

 Effectively communicate with clients, addressing inquiries regarding policies and services

provided

 Establish and maintain strong, long-lasting relationships with clients and carriers.

 Manage the book of business utilizing a proactive client service approach

 Collaborate with the service team or work independently, as assigned, to enhance coverage

for client accounts

 Review and analyze client coverage levels to ensure they meet client needs; recommend

changes as needed.

 Prepare quotations, proposals, and coverage summaries to provide exceptional care to

customers.

 Prepare and submit coverages, renewals, and submissions to carrier marketplace according

to established procedures.

 Follow through on all inquiries, requests, and submission to ensure timely receipt and

response.

 Verify accuracy of proposals, issued policies/certificates/etc; provide communication and

documentation to client with appropriate correspondence.

 Maintain and update all activity records in agency management system (Applied Epic)

according to current process and procedure.

 Communicate effectively and courteously to clients, employees, and carriers via telephone or other correspondence.

 Perform additional duties as assigned.

Credentials

 A minimum of three years of demonstrated insurance experience managing commercial

accounts at either a carrier or an agency is required.

 Property and Casualty (P&C) Insurance license required.

 Proficiency in Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint

functions, is required.

 Ability to understand the various processes and forms associated with different coverages

and insurers.

 Experience working with EPIC Agency Management Software is preferred.

Skills:

 Strong organizational and time management skills

 Understand and maintain fiduciary responsibility for company, client, and producer

 Ability to work independently

 Strategic thinking

 Relationship management

 Strong work ethic

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person

Salary : $70,000 - $80,000