Commercial Environmental Account Manager

SureGuard; United States; Remote; USD 55,000 - 65,000; Full time

Job summary

A leading company in the insurance industry is seeking a Commercial Account Manager to engage with clients and provide tailored insurance solutions. The role requires strong communication skills and at least four years of account management experience in the Excess & Surplus Insurance space. Benefits include comprehensive health coverage and financial support initiatives.

Benefits

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance

Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement

Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services

Paid Time Off, Holidays, Preferred Partner Discounts

Qualifications

• 4+ years of Insurance account management experience in the Excess & Surplus Insurance space.
• Proficiency in Salesforce, Applied Epic, Microsoft Office 365, and Adobe Acrobat.
• Strong interpersonal skills and ability to work in a fast-paced environment.

Responsibilities

• Builds and maintains client relationships through various communication channels.
• Handles insurance quotes and provides options to clients.
• Maintains integrity of client data in agency management systems.

Skills

Insurance account management

Communication skills

Data integrity

Sales experience

Negotiation skills

Tools

Salesforce

Applied Epic

Microsoft Office 365

Adobe Acrobat

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Bridge Specialty Group is Seeking a Commercial Account Manager to join our growing teamworking with American Risk Management Resources Network.

This role will support a variety of administrative and sales tasks, which involve building and maintaining client relationships, processing changes accurately, and leveraging insurance knowledge for effective communication.

The commercial account manager also focuses on maintaining the data integrity of our systems, Salesforce and Applied Epic, following established processes, and collaborating with brokers and other departments. Strong interpersonal skills are emphasized, with an emphasis on effective communication within the team and with clients. The ideal candidate possesses at least 4 years of insurance commercial account management experience, proficiency in Microsoft Office 365 and Adobe Acrobat, adaptability to new computer functions, and a proactive and detail-oriented approach to tasks. The ability to work both independently and collaboratively in a fast-paced environment is essential for success in this role.

How You Will Contribute

• Works with their Producer, service team, and other internal departments to plan, execute, and track customized service strategies for each client

• Handles insurance quotes and proposals, providing a summary of programs, options, and other specifics to help clients in making purchasing decisions

• Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings

• Analyzes risk, coverage, and program structure and recommends options

• Executes coverage and program changes

• Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
  Works with service team to effectively manage and oversee new business and renewal processes by following ARMR procedures and protocols

• Assembles submissions for underwriters based on information gathered from clients related to their exposures, lines of coverage needed, etc.

• Communicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients

• Consistently follows ARMR procedures and protocols related to service

• Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence

Skills & Experience to Be Successful

• 4+ years of Insurance account management experience in the Excess & Surplus Insurance space

• Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat

• Adaptable to new computer functions and processes

• Works well in high-demand and fast-paced environment

• Able to work independently as well as work cooperatively in a team environment

• Experience and knowledge of environmental insurance a plus

Pay Range

55,000 - 65,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.