Commercial Insurance Account Manager

JOB DUTIES AND RESPONSIBILITIES

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Experience understanding of insurance industry
• A basic understanding of the overall company
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Work towards a designation such as CISR or equivalent
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License

JOB QUALIFICATIONS

• 5 years insurance account management experience
• Education – High school diploma required
• Excellent organization and prioritization skills
• Strong mathematical and analytical skills
• Excellent written and oral communication skills
• Required Certification – Property and Casualty Broker-Agent License

PAY

The estimated starting compensation range for this full-time position is $47,500 - $95,000 annually, plus benefits.