Commercial Account Manager

Key Responsibilities

• 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.

Qualifications

• 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.

Employment Status

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.

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