Commercial Insurance Account Manager | Growth & Benefits

Kapnick-Insurance-Group; Michigan; On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Full benefits package

11 paid holidays including your**?"

Profit sharing

Bonus potential

Job summary

Kapnick Insurance Group in Michigan is seeking a Commercial Lines Account Manager to build lasting client relationships and coordinate with carriers for optimal service. You will proactively manage all client services and partner with Client Executives and Account Executives across cross-functional teams.

Primary duties include responding to client requests, preparing binders and certificates, invoicing, onboarding new business, and updating risk information for renewals.

Qualifications

• 5+ years of experience in the insurance industry.
• Property & Casualty license preferred.
• Industry designations such as CPCU, CIC, AU, CRM, etc. or professional designation (JD, CPA).
• Strong interpersonal and communication skills (written and verbal).
• Ability to manage multiple priorities simultaneously.

Responsibilities

• Respond to client requests by phone, mail, FAX, or email promptly.
• Create binders, certificates, change requests, and related items accurately.
• Prepare invoices, close binder billings, apply credits, and manage collections.
• Provide new business orientation and smooth onboarding for clients.
• Assist in reviewing and updating client operations and exposures to risk.
• Coordinate proposals and analysis to support CE in writing/renewing accounts.
• Work with CE/AE to market options and maintain carrier relations.
• Understand loss history on assigned accounts and provide training on Kapnick Connect.
• Maintain expiration lists and process Auto ID mailings.
• Process cancellations and log communications per agency guidelines.
• Log unprocessed mail and maintain EPIC/electronic files.
• Assist in setting up new business clients under guidance from AE.
• Attend department and team meetings and training.
• Inform others of carrier programs or changes in coverage.

Skills

Interpersonal skills

Communication skills

Multitasking

Education

High school diploma or GED

Tools

EPIC

Kapnick Connect

Outlook

Job description

Kapnick Insurance Group in Michigan is seeking a Commercial Lines Account Manager to build lasting client relationships and coordinate with carriers for optimal service. You will proactively manage all client services and partner with Client Executives and Account Executives across cross-functional teams.

Primary duties include responding to client requests, preparing binders and certificates, invoicing, onboarding new business, and updating risk information for renewals.