The Commercial Insurance Account Manager will support two producers and their book of business as relating to marketing, claims, and administration.
Monday-Friday 37.5 hours/week
Remote Monday & Friday
$80,000-$100,000/year + Benefits
Responsibilities:
Responds to Clients inquiries, maintains documentation of communications, existing issues, and issue resolutions.
Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier.
Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications.
Requests and collects quotes (new and renewal) from carriers.
Audits quotes, binders, and endorsements and makes requests for changes as needed.
Processes audits and creates audit analysis for Client.
Receives policy, then updates and completes policy check to ensure completeness.
Updates specifications, application, and summary information to reflect changes during the year.
Monitors receipt of quotes from carriers once submitted and negotiated.
Binds coverage under direction of the Producer.
Informs Client of any and all changes that may affect insurance premiums or coverage.
Gathers and compiles information for new business opportunities.
Inputs Client information into data management system, ensuring accuracy and completeness.
Generates materials for Client presentations and meetings.
Creates and sends compliance communications as needed.
Issues and processes Client invoicing.
Issues Certificates and Evidence of Insurance as requested.
Qualifications:
5+ years experience in commercial insurance
Property & Casualty Insurance License
Epic software experience a plus