Commercial Account Manager

Job Description:
Commercial Account Manager

Job Title:

Commercial Account Manager

Location:

On-site/In-person in Wheeling, IL – 60090

Reports to:

Executive Vice President

Department:
Commercial Lines

FLSA Status:
Hourly, Non-Exempt

The Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing responsibilities while upholding the agency’s quality and service standards.

• 1. 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.
• 2. Personal and Organizational Development
  • Set priorities and manage workflow to ensure efficient and accurate processing of responsibilities.
  • Stay informed on industry developments, new products, legislation, coverages, and technology.
  • Communicate effectively and cooperatively to support agency business goals.
  • Maintain professional and effective relationships with clients, co-workers, vendors, and other business contacts.

Education & Experience

• 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 range is based on working in-office in the state in which the position resides.

• 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.
• 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.