Senior Commercial Account Manager
Columbus, Ohio, United States of America
Full Time
4 hours ago
No Visa Sponsorship
Key skills
CommunicationDecision MakingTime Management
About this role
Role Overview
- Communicate with associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
- Investigate and resolve issues in a timely and thorough manner seeking help from associates, carriers and other resources as needed
- Document all communication and activity accurately and timely
- Accurately review and compare carrier quote worksheets, terms and conditions
- Coordinate policy expirations with associates to obtain and process renewal information
- Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
- Process complex certificates of insurance and contract reviews
- Process policies, cancellations, audits and endorsements
- Prepare and update renewal proposals and summaries
- Complete policy application details for newly bound policies into Epic
- Quote, bind and issue flood policies and assist with flood renewals
- Responsible for agency billing, including creating premium allocations & renewals and following up on cancellations and billing issues
- Attend and participate in carrier and client meetings
- Participate in applied user group online forums and education for latest trends in Epic and CSR24
- Pursue and maintain professional insurance designations as recommended by HUB
- Perform all other duties as assigned by Commercial Account Manager Supervisor and/or Commercial Lines Operations Manager
Requirements
- 5+ years of Commercial Insurance experience and knowledge of commercial insurance and products required
- Ohio Property and Casualty license required
- Professional designations are preferred
- College degree preferred. High school diploma or equivalent is required
- Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
- Existing knowledge of Applied Epic is preferred
- Proficient at navigating multiple carrier websites and online rating platforms
- Strong customer service, organization and time management skills
- Strong decision making and problem-solving skills
Benefits
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Paid Parental Leave
- Generous PTO Package
- Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance, because that’s important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- Growth potential
- HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives