Key skills
C
About this role
Role Overview
- Assists clients with coverage changes in an automated environment supported by an imaging system
- Informs and educates clients about policy coverage, changes, exclusions and insurance coverage needs
- Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals
- Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy
- Prepares summaries of insurance, schedules and proposals as needed for account review
- Verifies policy and policy change information, facilitating corrections when necessary
- Processes incoming mail requests, responding promptly and appropriately
- Uses agency credit and collection policy in invoicing and pursuing prompt payments
- Maintains a cordial and effective relationship with clients, co-workers, and other business contacts.
Requirements
- Five (5) or more years Commercial Lines Account Manager experience preferred, but will consider 3+ years
- Must have an active P&C License
- Experience using Applied Epic strongly preferred.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.