Apiary/Beekeeping, Billing, Brokerage, Business Support, Communication Skills, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Data Quality, Epic Systems, Establish Priorities, Insurance, Insurance Sales, Mail Processing, Marketing, Proposal Schedule, Sales Management, Sales Prospecting, Sales Support, Technical Support, Time Management
Commercial Account Manager
Location: On-site/In-person in Sandy, UT (The Hive) 84070 Reports to: Executive Vice President 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
- Providing technical support to Sales Executives/Account Executives in analyzing client needs.
- Occasionally accompanying Sales Executives/Account Executives on prospect and client meetings.
- Completing applications in coordination with Sales Executives/Account Executives, submitting applications to eligible carriers, and following up to ensure timely quotations.
- Ordering and issuing binders, certificates, policies, endorsements, and related items; verifying accuracy and forwarding to clients with appropriate correspondence.
- Determining billing method (direct or agency) and invoicing accordingly.
- Preparing summaries of insurance, schedules, and proposals.
- Reviewing audits of policies, verifying accuracy, and facilitating corrections between client and carrier as needed.
- Processing incoming mail and phone requests, responding promptly within company guidelines.
- Handling cancellation requests, attempting to retain accounts, and processing carrier notifications to ensure timely resolution.
- Assisting clients in submitting first claims and following up on claims status according to agency procedures.
- Maintaining accurate and current information in the Applied EPIC system.
Personal and Organizational Development
- Setting priorities and managing workflow to ensure efficient and accurate processing of responsibilities.
- Staying informed on industry developments, new products, legislation, coverages, and technology.
- Communicating effectively and cooperatively to support agency business goals.
- Maintaining 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.