Commercial Account Manager

Brown-McNerney-Johnson Insurance Agency; West Des Moines (IA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Dental Insurance

401k

Vision Insurance

Life Insurance

Career Growth Opportunities

Hands on Training

Job summary

Brown-McNerney-Johnson Insurance Agency in West Des Moines, IA seeks an experienced client services professional to accurately manage client accounts and ensure deadlines are met in a timely, professional manner.

You will communicate with clients about policies, prepare quotations and coverage summaries, maintain strong relationships with clients and carriers, and support the service team or work independently to enhance coverage. A P&C license and 3+ years of insurance experience are preferred.

Qualifications

• Minimum of three years of demonstrated insurance experience managing commercial accounts at either a carrier or an agency is required.
• Property and Casualty (P&C) Insurance license required.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions, is required.
• Experience working with EPIC Agency Management Software is preferred.

Responsibilities

• Accurately manage client accounts, ensuring deadlines are met in a timely and professional manner.
• Effectively communicate with clients, addressing inquiries regarding policies and services.
• Establish and maintain strong, long-lasting relationships with clients and carriers.
• Prepare quotations, proposals, and coverage summaries to provide exceptional care to customers.
• Prepare and submit coverages, renewals, and submissions to carrier marketplace according to established procedures.
• Maintain and update all activity records in the agency management system (Applied Epic).
• Communicate effectively and courteously to clients, employees, and carriers via telephone or other correspondence.

Skills

Strong organizational skills

Time management

Relationship management

Strategic thinking

Independent work

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

EPIC Agency Management Software

Job description

Job Description

Job Description:

Accurately manage client accounts, ensuring all deadlines are met in a timely and

professional manner

Effectively communicate with clients, addressing inquiries regarding policies and services

provided

Establish and maintain strong, long-lasting relationships with clients and carriers.

Manage the book of business utilizing a proactive client service approach

Collaborate with the service team or work independently, as assigned, to enhance coverage

for client accounts

Review and analyze client coverage levels to ensure they meet client needs; recommend

changes as needed.

Prepare quotations, proposals, and coverage summaries to provide exceptional care to

customers.

Prepare and submit coverages, renewals, and submissions to carrier marketplace according

to established procedures.

Follow through on all inquiries, requests, and submission to ensure timely receipt and

response.

Verify accuracy of proposals, issued policies/certificates/etc; provide communication and

documentation to client with appropriate correspondence.

Maintain and update all activity records in agency management system (Applied Epic)

according to current process and procedure.

Communicate effectively and courteously to clients, employees, and carriers via telephone or other correspondence.

Perform additional duties as assigned.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Dental Insurance
• 401k
• Vision Insurance
• Life Insurance
• Career Growth Opportunities
• Hands on Training

Responsibilities

Skills:

• Strong organizational and time management skills
• Understand and maintain fiduciary responsibility for company, client, and producer
• Ability to work independently
• Strategic thinking
• Relationship management
• Strong work ethic

Requirements

Credentials

• A minimum of three years of demonstrated insurance experience managing commercial
• accounts at either a carrier or an agency is required.
• Property and Casualty (P&C) Insurance license required.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint
• functions, is required.
• Ability to understand the various processes and forms associated with different coverages
• and insurers.
• Experience working with EPIC Agency Management Software is preferred.