Account Manager Trainee responsible for promoting and selling company products and services. Engaging with customers and supporting product introductions and operational issues in West Virginia.
About the role
- Commercial Lines Senior Account Manager assisting clients with insurance coverage needs in a hybrid role. Focused on large construction clientele and supporting agency’s business goals.
Responsibilities
- Assists clients with coverage changes in automated environment supported by an imaging system
- Determines whether delayed or advanced billing is appropriate and invoices accordingly
- Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs
- Provides technical support to producer(s) to benefit clients and support the agency’s strategic business goals
- Prepares proposals in coordination with producer(s)
- Submits applications to eligible and appropriate carriers
- Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies
- Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items, verifying their accuracy
- Prepares summaries of insurance, schedules, and proposals as needed for account reviews
- Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with producer(s)
- Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed
- Verifies policy and policy change information, facilitating corrections when necessary
- Processes incoming mail requests, responding promptly and appropriately
- Verifies the accuracy of all direct-billed cancellations and takes appropriate corrective action when needed
- Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency financial equity whenever possible
- Leaves accurate documentation of all contacts
- Refers current and prospective clients to the Life/Benefits Department and to Personal Lines for solicitation of those lines of business
- Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s)
- Attends client meetings at their locations as necessary
Requirements
- 5+ years’ experience as a Commercial Lines Account Manager supporting complex, large construction clientele within Florida
- Applied Epic proficiency
- Active P&C 2-20 license
- Full knowledge of insurance products, markets, and usage
- Adequate knowledge of rating procedures, coverage, and industry operations
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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