Insurance Account Manager Commercial Lines

Summary

As a Commercial Insurance Account Manager, you will be responsible for managing client relationships to ensure exceptional service and satisfaction with various types of commercial insurance programs such as general liability, property, business auto, workers comp, professional liability, Cyber, etc.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s):

● Manage a variety of business insurance accounts such as Work Comp, Business Liability, Business Auto etc. for employers ranging from 2-500 employees.

● Provide excellent customer service via email, telephone, or zoom on all business insurance matters in order to obtain 100% client retention.

● Address and abate escalated issues that arise from customer claims, renewal increases etc.

● Counsel clients and employees on complex billing questions.

● Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.

● Process and record new insurance policies and claims, create Certificates of Insurance for clients.

● Process and prepare existing client renewals 45 days prior to their renewal date.

● Correspond with insured or producer to obtain information or inform them account status or changes.

● Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.

● Modify, update, and process existing policies and claims to reflect any changes.

● Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.

● Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.

● Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.

EXPERIENCE WORKING IN agency management Applied EPIC PREFERRED

POSITION QUALIFICATIONS

Competency Statement(s}

• Relationship Building - Ability to effectively build relationships with customers and co-workers.
• Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
• Accountability - Ability to accept responsibility and account for his/her actions.
• Ambition - The drive to achieve personal advancement.
• Communication, Oral - Ability to communicate effectively with others using the spoken word.
• Communication, Written · Ability to communicate in writing clearly and concisely.
• Detail Oriented - Ability to pay attention to the minute details of a project or task.
• Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
• Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
• Judgment - The ability to formulate a sound decision using the available information.
• Organized - Possessing the trait of being organized or following a systematic method of performing a task.
• Self Confident - The trait of being comfortable in making decisions for oneself.
• Sales Ability - Ability to use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea.
• Self Motivated - Ability to be internally inspired to perform a task to the best of one’s ability using his or her own drive or initiative.

SKILLS & ABILITIES

Education: HS Diploma or equivalent

Experience: One to two years related COMMERCIAL INSURANCE experience

Computer Skills

Must be proficient in Microsoft Word, Excel, and have the ability to learn other computer programs quickly, Applied EPIC experience preferred.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Have you worked in an insurance agency environment?
• Are you comfortable managing multiple client accounts and deadlines?

Experience:

• Commercial insurance: 1 year (Preferred)

Work Location: In person

Salary : $60,000 - $70,000