Account Manager, Commercial Insurance (Remote Option)

PerunHR; Damascus (MD); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

A dynamic insurance firm is seeking an Account Manager for Commercial Insurance, offering a remote option. This role involves developing client relationships, assisting with proposals, and maintaining accurate client files in the management system. Candidates should possess excellent communication skills, intermediate Microsoft Office experience, and a focus on customer service. An associates degree is required with a preference for a BA/BS. P&C license must be obtained within three months of hire. Competitive perks include PTO, 401(k) matching, and wellness programs.

Qualifications

• Experience with high-level client service is essential.
• Insurance experience preferred or must demonstrate commitment to an insurance career.
• Ability to read, analyze and reconcile financial reports.

Responsibilities

• Develop relationships and attend meetings.
• Assist senior team members with proposals and documentation.
• Create and maintain client files following office procedures.
• Handle client billing inquiries with support from the accounting department.

Skills

Excellent verbal and written communication skills

Ability to make independent decisions

Customer-focused

Experience in Microsoft Office (Word, Excel, Outlook)

Strong analytical and problem-solving skills

Flexibility and adaptability

Education

Associates degree (or equivalent)

BA/BS preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Account Manager, Commercial Insurance (Remote Option)

Job Openings Account Manager, Commercial Insurance (Remote Option)

About the job Account Manager, Commercial Insurance (Remote Option)

Essential Duties and Responsibilities:

• Begins to develop relationships; attend meetings and may contribute.
• Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
• Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience.

Knowledge, Skills, and/or Abilities:

• Highly organized with excellent verbal and written communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
• Ability to handle situations in a calm, courteous and professional manner
• Customer-focused to establish and maintain effective relationships
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
• Ability to prioritize multiple tasks to meet deadlines
• Must be able to read, analyze and reconcile financial reports
• Possess strong analytical and problem-solving skills
• Sharp attention to detail, decision-making skills, and problem resolution
• Flexibility and adaptability to changing priorities, deadlines, and technology

Education and/or Experience:

• Associates degree (or equivalent) and BA/BS preferred
• High-level client service experience required
• Insurance experience preferred or able to demonstrate a focus on an insurance career

Certificates, Licenses, Registration:

• P&C licensed or ability to obtain licensing within 3 months of hire
• PTO & paid holidays,
• 401(k) with match, exclusive discount programs, health & wellness programs, and more.