Commercial Account Manager

Frank Balbo Trucking; Iowa City (IA); Vor Ort; USD 60.000 - 80.000; Vollzeit

Zusammenfassung

Relion Insurance Solutions in Iowa City, IA is seeking a Commercial Account Manager within the Commercial Lines department. The role supports Sales Executives/Account Executives, assists clients with service needs, and processes applications, certificates, and endorsements to ensure accurate and timely quotations.

Responsibilities include servicing clients, preparing summaries, auditing policies, and maintaining EPIC system data.

Qualifikationen

• 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.

Aufgaben

• Servicing and Customer Service.
• Provide technical support to Sales Executives/Account Executives in analyzing client needs.
• Accompany Sales Executives/Account Executives on prospect and client meetings when needed.
• Complete applications with Sales Executives/Account Executives and submit to carriers, follow up for quotations.
• Order and issue binders, certificates, policies, endorsements, and related items; verify accuracy and forward to clients.
• Determine billing method and invoice accordingly.
• Prepare summaries of insurance, schedules, and proposals.
• Review audits of policies and facilitate corrections between client and carrier.
• Process incoming mail and phone requests, respond promptly within guidelines.
• Handle cancellation requests, attempt to retain accounts, and process carrier notifications.
• Assist clients in submitting first claims and follow up on status.
• Maintain accurate information in Applied EPIC system.
• Stay informed on industry developments and communicate effectively to support goals.
• Maintain professional relationships with clients, co-workers, vendors.

Kenntnisse

Insurance knowledge

Effective communication

Complex task handling

Ausbildung

P&C license

College degree

Jobbeschreibung

Job Description: Commercial Account Manager

Job Title: Commercial Account Manager

Location: Iowa City, IA 52246 (Relion Insurance Solutions)

Reports to: Agency Leader or Commercial Lines Manager

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.