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Account Management Jobs

Commercial Account Manager

ALKEME Insurance

  • Omaha, Nebraska
  • 9 days ago
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    Skills

    • Billingunmatched
    • Brokerageunmatched
    • Business Supportunmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Retention/Renewalunmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Data Qualityunmatched
    • Epic Systemsunmatched
    • Establish Prioritiesunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Mail Processingunmatched
    • Marketingunmatched
    • Proposal Scheduleunmatched
    • Retailunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Sales Supportunmatched
    • Technical Supportunmatched
    • Time Managementunmatched

    Description

    ob Description: Commercial Account Manager

    Job Title: Commercial Account Manager

    Location: On-site/In-person in Omaha, Nebraska – 68137

    Reports to: Executive Vice President -or- Agency Leader

    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
    • Minimum of 2+ years of prior insurance experience, preferably at a retail insurance brokerage.
    • 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.

      ​

    Numbers & Facts

    LocationOmaha, Nebraska
    Websitehttps://alkemeins.com

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