Commercial Account Manager

ALKEME Insurance; Ladera Ranch (CA); Hybrid; USD 65,000 - 100,000; Full time

Job summary

ALKEME Insurance is seeking a Commercial Account Manager in Ladera Ranch, CA for a hybrid/onsite role within the Commercial Lines team. You will support Sales Executives and clients, handle service requests, process applications, and help issue policies.

The ideal candidate has a college degree or equivalent insurance experience and a valid Property & Casualty Broker-Agent license. Excellent verbal and written communication, insurance product knowledge, and multitasking ability are essential.

Qualifications

• College degree or 3+ years insurance experience required.
• Valid Property & Casualty Broker-Agent license required.
• Strong knowledge of insurance products, coverages and markets.
• Excellent verbal and written communication; ability to explain complex issues.

Responsibilities

• Provide technical support to Sales/Account Executives and clients.
• Assist with applications, carrier submissions and quotes.
• Order and issue binders, certificates, policies, and endorsements.
• Handle billing methods and client invoicing according to guidance.
• Prepare summaries, audits, and proposals; maintain EPIC system data.
• Support claims submissions and follow up on status as needed.

Skills

Insurance knowledge

Communication

Multitasking

Education

College degree

Property & Casualty Broker-Agent license

Job description

Job Description: Commercial Account Manager

Job Title: Commercial Account Manager

Location: Hybrid/On-site in Ladera Ranch, CA 92694

Reports to: Executive Vice President

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.