Job Description: Commercial Account Manager
Job Title: Commercial Account Manager
Location: Hardy Insurance & Risk Management -- La Verne, CA 91750
Reports to: Agency Leader -or- Commercial Lines Manager
Department: Commercial Lines
FLSA Status: Hourly, Non-Exempt
Job Purpose:
The Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing responsibilities while upholding the agency’s quality and service standards.
Key Responsibilities:
1. Servicing and Customer Service - Provide technical support to Sales Executives/Account Executives in analyzing client needs.
- Occasionally accompany Sales Executives/Account Executives on prospect and client meetings.
- Complete applications in coordination with Sales Executives/Account Executives, submit applications to eligible carriers, and follow up to ensure timely quotations.
- Order and issue binders, certificates, policies, endorsements, and related items; verify accuracy and forward to clients with appropriate correspondence.
- Determine billing method (direct or agency) and invoice accordingly.
- Prepare summaries of insurance, schedules, and proposals.
- Review audits of policies, verify accuracy, and facilitate corrections between client and carrier as needed.
- Process incoming mail and phone requests, responding promptly within company guidelines.
- Handle cancellation requests, attempt to retain accounts, and process carrier notifications to ensure timely resolution.
- Assist clients in submitting first claims and follow up on claims status according to agency procedures.
- Maintain accurate and current information in the Applied EPIC system.
2. Personal and Organizational Development - Set priorities and manage workflow to ensure efficient and accurate processing of responsibilities.
- Stay informed on industry developments, new products, legislation, coverages, and technology.
- Communicate effectively and cooperatively to support agency business goals.
- Maintain professional and effective relationships with clients, co-workers, vendors, and other business contacts.
Qualifications
Education & Experience - College degree with a minimum of 3 years insurance experience, or a minimum of 5 years insurance experience.
- Valid Property & Casualty Broker-Agent license required.
Knowledge, Skills & Abilities - Strong knowledge of insurance products, coverages, and markets.
- Ability to communicate effectively, verbally and in writing, to explain complex issues and interpret information.
- Ability to perform complex tasks with multiple variables.
Compensation - Compensation range is based on working in-office in the state in which the position resides
Working Conditions - Work is primarily office-based with extended periods of computer use.
- Must be able to pull or lift up to 15 pounds at times.
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- This is an At-Will position. Employment with Alkeme Intermediary Holdings, LLC may be terminated or changed at any time, with or without cause or prior notice.
|