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.

Salary Range: $70000.00 - $80000.00 per year

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Dental Insurance

401k

Vision Insurance

Life Insurance

Career Growth Opportunities

Hands on Training

Responsibilities

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

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.