Commercial Insurance Account Manager- Hybrid

Job Summary:

Well-known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages. The candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

Description:

The ideal candidate will have the following qualifications:

• Ability to manage an established book of business.
• Prior experience in a client-facing role.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submissions. 
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.

• Ability to work independently or as part of a team.
• Directly responsible for the retention of all accounts assigned to the team.

• Apply problem-solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, and carrier issues.

Requirements:

• Must have an active P&C license
• Has at least 3 years of Commercial Account Management experience
• Possess above-average computer skills, and become proficient in various needed programs

#LI-KB1

Commercial Insurance Account Manager

Established agency seeking to hire a commercial insurance account manager to join our commercial team.  Ideal candidate will have a commercial lines background in the property & casualty industry

Responsibilities:

The account manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration and remarketing accounts.

Qualifications:

• Minimum 3-5 plus years of experience in Property & Casualty Insurance
• Full Knowledge of insurance products and usages
• Manage workflow of assigned book of business and delegate workflow
• Strong Verbal and written communication skills
• Must have excellent technical/analytical skills
• Detail oriented as must.

#LI-CG1

Personal Lines Account Manager-Hybrid

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service.

Qualifications:

• Previous experience working with personal lines coverage in a brokerage/agency setting.
• Experience maintaining client relationships.

• Negotiate with carrier underwriters on behalf of clients for best rates.

• Ability to handle new and renewal submission. 
• Prior experience quoting binding and issuing policies.
• Experience working with multiple carriers and rating systems.

• Overall account management.

Requirements:

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-CG3

Commercial Lines Account Manager

Job Summary

Are you looking for an engaging and rewarding opportunity within the insurance industry? A growing insurance agency is seeking a Commercial Lines Account Manager to join their team. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely, consistent, and top-notch service will make a significant impact, fostering lasting relationships and driving collective success.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Handle incoming service requests from clients and promptly address their inquiries or concerns.

• Manage the quoting process for new and renewal business.

• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Review endorsements to verify accuracy and compliance with clients' insurance requirements.

• Coordinate and order loss runs as needed for client accounts.
• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Prioritize and manage your workload efficiently.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients (required).
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: AMS360
• 2+ years of relevant insurance industry experience preferred.
• Previous experience in commercial lines account management.
• A strong service-orientation is required.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $70k-$90k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-EL1

Commercial Insurance Account Manager

Job Summary

Are you an experienced insurance professional looking for a collaborative and growth-oriented environment? If so, a growing agency is seeking a skilled Commercial Insurance Account Manager to join their team! Key responsibilities include servicing a book of business, handling policy changes, managing the renewal process, building & maintaining strong client relationships, and delivering top-notch service. If you're a results-driven professional with a passion for exceeding client expectations, this is your opportunity to excel.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Monitor and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Coordinate relationship management meetings with assigned clients.
• Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
• Serve as a mentor to team members, offering guidance and support in their professional growth.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: AMS360
• 2-5 years of relevant insurance industry experience preferred.
• Previous experience in commercial lines account management.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.
• A track record of long-term commitment and tenure in previous roles is required.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $45k-$80k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-DD4

Employee Benefits Account Manager

Respected company seeking an experienced Employee Benefits Account Manager with the following qualifications:

• Experience servicing employee benefits accounts (Medical, Dental, STD, LTD, Vision, HSA, FSA).  
• Responsible for the oversight and ongoing management of assigned client accounts in the large groups lives market.
• Coordinate and facilitate the implementation for new and renewing small group clients
• Communicate with clients regarding the enrollment process
• Process employee enrollment additions and employee terminations with a sense of urgency
• Create Employer Applications and Employee Handbooks based on client needs and plans selected.
• Experience working with larger groups.
• Assists with quoting and coverage questions.
• Ability to work with clients, answer their questions pertaining to their policies, solve any current or outstanding issues and recommend applicable coverage as needed.

Requirements

•    Prior Experience working with an Independent Brokerage or Agency.
•    Valid Life & Health license.
•    Experience working in a team environment.

 $60,000-$80,000 plus benefits!

#LI-RM4

Employee Benefits Account Manager

Job Summary

An established agency is seeking a dedicated Employee Benefits Account Manager to join their team. In this position, you will play a pivotal role in managing client relationships and providing top-tier client service. If you’re passionate about helping clients navigate the complex world of insurance policies and coverages, this is your chance to excel!

Responsibilities

• Build and maintain strong client relationships, serving as the main client contact for various needs.
• Collaborate with team members to manage client relationships and service activities.
• Provide consistent, accurate, and timely communication to clients through various means, including calls, meetings, and written correspondence.
• Assist clients in understanding insurance policies, coverages, and compliance responsibilities.
• Resolve client issues, including claims, billing, and coverage questions.
• Work with clients to design and implement employee benefit programs.
• Conduct needs analysis, strategy calls, and enrollment meetings.
• Review client needs, recommend suitable approaches, and help implement benefit program strategies.
• Model employee benefits contributions to align with client objectives.
• Assist in reducing costs while offering competitive benefits options.
• Manage the renewal process, including re-marketing if necessary.
• Coordinate the Request for Proposal (RFP) process on behalf of clients.
• Prepare and present renewal proposals.
• Obtain carrier approval and ensure compliance with government agencies.
• Attend training sessions and educational workshops to maintain required licenses and stay updated on industry trends and compliance issues.
• Build and maintain relationships with insurance carriers and vendors.
• Participate in insurance company and vendor meetings to stay informed about industry developments.
• Review contracts, amendments, and SPDs for accuracy and coverage.
• Maintain accurate client files, documenting all interactions and communications.
• Prepare and deliver various client communications, including proposals, reports, spreadsheets, and presentations.
• Stay current on changes in legislation impacting employee benefit programs.
• Communicate legislative changes to clients and ensure compliance with federal, state, and local laws.
• Act as an advocate for clients on issues related to employee claims and carrier relations.
• Always conduct business with the highest level of confidentiality.

Qualifications/Requirements

• Excellent presentation, verbal, and written communication skills.
• Solid knowledge of group health and welfare benefit plan coverage.
• Understanding of current legislation, rules, laws, and regulations related to insurance and benefits.
• Thorough knowledge of insurance products and coverage, as well as health and ancillary products.
• Solid knowledge of insurance plans, underwriting principles, selection, pricing, rating, and premium calculation.
• Knowledge of rating procedures, coverage, and industry operations to manage and maintain accounts.
• Ability to work with clients at a strategic level.
• Strong organizational skills and attention to detail.

• Holds an active Life and Health (L&H) Insurance License - required.
• Preferred Agency Management System Experience: EPIC
• 5+ years of account management experience preferred.
• Previous experience in employee benefits and account management.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $55k-$80k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid/remote work schedule available.
• Dedicated training period.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-NR1

Commercial Lines Small Business Account Manager - Greenville NC

Job Summary

An established agency is looking for a Commercial Lines SBU Account Manager to join their team. This role is responsible for providing essential service and support functions. You'll handle inquiries, policy updates, and claims support while fostering strong client relationships. If you're detail-oriented, have excellent communication skills, and are dedicated to delivering top-notch customer service, we encourage you to apply!

Responsibilities

• Assist in day-to-day account management.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.
• Maintain accurate and organized client files and documentation.
• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a full knowledge of insurance products and usages.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License in OR.
• CRIS and CPCU designations are a plus, but are not required.
• Preferred Agency Management System Experience: AMS Prime
• 3+ years of relevant insurance industry experience preferred.
• Previous experience in commercial lines insurance and account management preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Compensation: $50-65k
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-NR1

Personal Lines Account Manager

Job Summary

Searching for a fulfilling career opportunity in the insurance industry?

A growing agency is seeking a dedicated Personal Lines Account Manager to join their team. In this role, you'll be the go-to person, handling coverage issues, endorsements, inquiries, renewals, policies, and more. If you're passionate about insurance and committed to delivering top-notch service, this dynamic field is your chance to shine.

Responsibilities

• Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess the current coverages of existing clients.
• Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients in making coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients.
• Provide clients with assistance and clarification regarding billing questions and issues.
• Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: NowCerts, Zapier, Formstack
• Minimum of 3 years of relevant insurance industry experience is required.
• Previous experience in personal lines account management.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $50k-$75k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-NR1

Personal Lines Account Manager

Job Summary

Searching for a fulfilling career opportunity in the insurance industry?

A growing agency is seeking a dedicated Personal Lines Account Manager to join their team. In this role, you'll be the go-to person, handling coverage issues, endorsements, inquiries, renewals, policies, and more. If you're passionate about insurance and committed to delivering top-notch service, this dynamic field is your chance to shine.

Responsibilities

• Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess the current coverages of existing clients.
• Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients in making coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients.
• Provide clients with assistance and clarification regarding billing questions and issues.
• Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: NowCerts, Zapier, Formstack
• Minimum of 3 years of relevant insurance industry experience is required.
• Previous experience in personal lines account management.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $50k-$75k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-PM1