Commercial Account Manager

ALKEME Insurance; Iowa City (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

Alkeme Intermediary Holdings, LLC is seeking a Commercial Account Manager in Iowa City, IA to support Sales Executives with client service, applications, endorsements, and billing coordination. You will maintain client records and assist with claims follow-up, ensuring accuracy and timely responses.

The role requires a college degree or equivalent insurance experience and a valid Property & Casualty license, with strong communication and analytical skills to service commercial clients.

Qualifications

• Must have college degree or equivalent experience in insurance.
• Valid Property & Casualty Broker-Agent license required.
• Strong knowledge of insurance products, coverages and markets.

Responsibilities

• Provide technical support to Sales Executives/Account Executives in analyzing client needs.
• Assist clients with service requests and account changes; process applications and endorsements.
• Maintain accurate information in the agency systems and follow up on quotes and claims.

Skills

Insurance knowledge

Communication

Complex tasks

Education

College degree

Property & Casualty license

Job description

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:

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.

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.