Commercial Account Manager

Frank Balbo Trucking; Franklin Square (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Frank Balbo Trucking in Franklin Square, NY seeks a Commercial Account Manager to support sales teams, assist clients with service needs, and manage insurance tasks. The role requires strong insurance product knowledge, client communication, and accuracy in processing applications and endorsements.

Responsibilities include servicing clients, coordinating with executives, and maintaining EPIC system records.

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.
• 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.

Responsibilities

• Servicing and Customer Service for commercial lines clients.
• Provide technical support to Sales Executives/Account Executives in analyzing client needs.
• Occasionally accompany sales teams on prospect and client meetings.
• Prepare applications, submit to carriers, and follow up for quotations.
• Order and issue binders, certificates, policies, and endorsements.
• Determine billing method and invoice accordingly.
• Prepare summaries of insurance, schedules, and proposals.
• Review audits and coordinate corrections between client and carrier.
• Maintain accurate information in the Applied EPIC system.
• Stay informed on industry developments and communicate with clients and colleagues.

Skills

Communication skills

Insurance knowledge

Analytical ability

Education

College degree or equivalent insurance experience

Property & Casualty license

Tools

Applied EPIC system

Job description

Job Description: Commercial Account Manager

• Job Title: Commercial Account Manager
• Location: On-site/In-person in Franklin Square, NY 11010
• Reports to: Executive Vice President -or- Agency Leader
• Department: Commercial Lines
• FLSA Status: Salary/Exempt

Job Purpose

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.

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.
• 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.

Qualifications

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

• 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.
• 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.