Core Account Manager - Remote

Overview

The Commercial Lines Account Manager services clients by handling new business installations, renewals and the service needs of CORE clients (premium less than $25k).

In Short

• Conducts renewal processes & meetings with producers
• Places client calls & provides correspondence
• Oversees billing for all AB policies & collection
• Manages policy binding on renewals
• Prepares submissions for marketing
• Provides correspondence with carriers and customers
• Addresses and receive non-renewals with producers/clients
• Organizes master certificates and attaches endorsements
• Collects LPR’s from clients
• Manages ImageRight documentation and file labeling upkeep

Requirements

• High School diploma or equivalent; College degree preferred
• Active Property and Casualty Insurance License
• Minimum 3-4 years of insurance experience
• Proficiency in Excel and PowerPoint
• Self-motivated and able to handle multiple tasks
• Good oral and written communication skills
• Initiative and willingness to take on additional responsibilities
• High emphasis on teamwork, collaboration, data analysis
• Self-starter and able to take ownership of responsibilities
• Detail-oriented

Benefits

• Health, dental, and vision benefits
• Flexible Spending Account and 401k Plan with matching
• Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
• 7 Paid Holidays Per Year plus 2 Floating Holidays
• Generous paid time off package