Commercial Insurance Account Manager — Client Solutions

Frank Balbo Trucking; Iowa City (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Insurance knowledge

Effective communication

Complex task handling

Education

P&C license

College degree

Job description

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.