Commercial Insurance Account Manager (On-site)

Frank Balbo Trucking

Franklin Square (NY)

On-site

USD 65,000 - 90,000

Full time

5 days ago

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Job summary

Frank Balbo Trucking in Franklin Square, NY seeks a Commercial Account Manager to support sales teams, assist clients with service needs, and manage insurance tasks. The role requires strong insurance product knowledge, client communication, and accuracy in processing applications and endorsements.

Responsibilities include servicing clients, coordinating with executives, and maintaining EPIC system records.

Qualifications

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.
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 for commercial lines clients.
Provide technical support to Sales Executives/Account Executives in analyzing client needs.
Occasionally accompany sales teams on prospect and client meetings.
Prepare applications, submit to carriers, and follow up for quotations.
Order and issue binders, certificates, policies, and endorsements.
Determine billing method and invoice accordingly.
Prepare summaries of insurance, schedules, and proposals.
Review audits and coordinate corrections between client and carrier.
Maintain accurate information in the Applied EPIC system.
Stay informed on industry developments and communicate with clients and colleagues.