What are the responsibilities and job description for the Commercial Insurance Account Manager position at RBN Insurance Services?
About RBN:
RBN Insurance Services is an independent agency providing insurance brokerage and related services to middle-market businesses and affluent / high net worth families across the United States. We work with businesses to assess risk, identify cost-efficient approaches to insurance, and place competitively priced coverage. We excel in working with higher-risk, higher-complexity operations where insurance can be hard to place and our insights can be differentiating.
As a family-owned business, we emphasize a long-term orientation in every relationship we build. We take pride in the quality of our work and our advice, and we recognize that our success depends on the trust our clients place in us. Our objective is to build trust and confidence through every interaction.
RBN is proud to have been nationally recognized as one of the Best Places to Work in Insurance for multiple years running.
About the Role:
The Account Manager will provide key day-to-day support to our clients across multiple functions, including account servicing, billing, documentation, and problem-solving. They will generally work closely with 1-2 Account Executives, a Client Service Representative, and producers to support a book of business.
The ideal candidate is interested in a long-term career in insurance. They should have appetite and motivation to learn about coverage, develop relationships with clients and underwriters, and add value to their team and clients. RBN’s clients have wide ranging needs; we value people who work well with structure but can also work flexibly to solve problems, adjust to changes in priorities, and learn adaptively.
Responsibilities to Include:
- Work with producer, account executive, and other team members to provide thoughtful and helpful advice to clients with respect to their insurance needs
- Respond to client inquiries and requests with prompt, friendly, personal service
- Review policies / endorsements / other policy documents
- Prepare submissions, loss summaries, exposure schedules, insurance proposals, and other deliverables
- Maintain detailed and accurate records of client correspondence and insurance policy changes in agency management system (Applied Epic)
- Manage account billing and obtain premium finance quotes as needed
- Request endorsements and policy changes from carriers
- Work with clients to ensure compliance with contractual insurance requirements
- Other duties as assigned
Skills:
- Excellent communication skills and friendly, positive attitude
- Customer service mindset
- Preferred 3-5 years of relevant experience. Will consider recent college graduates with strong academic track record and internship experience.
- Strong proficiency with MS Office Suite, especially Word, Excel, and Outlook
- Proficiency with Applied Epic software is strongly preferred
- Familiarity with insurance carrier service portals is preferred
- Bachelors’ degree preferred
Additional Details:
Salary commensurate with experience. RBN offers a comprehensive benefits package, including medical insurance, vision and dental plans, short- and long-term disability, and a 401(k) with employer match. RBN currently operates on a hybrid work schedule with 3 days in the office (generally Mondays, Wednesdays, and Thursdays) and up to 2 days from home each week.