Position: Commercial Account Manager P&C
Job Description:
we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other?s truest selves. The Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients? main point of contact for any benefit- related service needs.
Responsibilities:
- Assist Account Executive in marketing and servicing clients within the account team.
- Build relationships with clients and have the ability to answer basic insurance questions.
- Maintain appropriate business contacts with client.
- Assist with issuing insurance binders.
- Process invoices for both new and renewal policies.
- Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier.
- Process received endorsements, check for accuracy and send to client with clear explanation of change.
- Check and invoice premium audits; send to client with clear explanation of additional or return premium.
- Update the Applied/Epic system and the shared drive to reflect changes during the coverage term.
- Order loss runs for renewal submissions and prepare loss summaries.
- Generate ID cards and certificates of insurance.
- Complete surplus lines filings.
- Complete preliminary policy checking for all accounts and submit change requests to the underwriter.
- Renew binder extensions.
- Follow up on open activities.
- Obtain premium finance quotes.
- Obtain flood zone determinations and NFIP quotes where applicable.
Education Requirements:
- Must be a college graduate.
- Brokers License.
Desired Background/Skills:
- Proficiency in Applied/Epic, or ability to learn these programs.
- Knowledge of Adobe Acrobat is a plus.
- Ability to manage client needs and multiple tasks.
- Good organization skills.
- Attention to accuracy and detail.
- Basic knowledge of Property and Casualty insurance coverage.
- Proficiency in Microsoft Outlook Word, Excel and PowerPoint.
- Ability to navigate vendor or agency management systems as applicable.
- May require lifting up to 25 pounds.
Qualifications:
- 2 to 3 years of insurance experience.
Other Information:
- Your base pay is dependent upon your skills, education, qualifications, professional experience and location. In addition to base pay, some roles are eligible for variable compensation, commission and/or annual bonus based on your individual performance and/or the company?s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
