Commercial Insurance Account Manager

$60,000 - $80,000/Yr

Ralph Weiner & Associates - Wheeling, IL

Full-time - Mid Level

Remote - Wheeling, IL

Insurance Carriers and Related Activities

About the position

The Commercial Lines Account Manager plays a crucial role in supporting the Sales Executive and clients by providing essential service and marketing responsibilities. This position involves managing client accounts, ensuring timely service delivery, and maintaining high-quality standards set by the agency. The ideal candidate will work primarily on-site in Wheeling, Illinois, with some flexibility for remote work.

Responsibilities

• Provide technical support to Sales Executive/Account Executive in analyzing client needs.
• Accompany Sales Executive/Account Executive on prospect and client meetings as needed.
• Complete applications and submit them to appropriate carriers, following up for timely quotations.
• Order and issue binders, certificates, policies, endorsements, and verify their accuracy before forwarding to clients.
• Determine billing methods and invoice clients accordingly.
• Prepare summaries of insurance, schedules, and proposals for clients.
• Review audits of policies for accuracy and facilitate necessary corrections.
• Process incoming mail and phone requests promptly within company guidelines.
• Utilize agency credit and collection policy for invoicing and payment follow-ups.
• Act to save accounts from cancellation requests and notify Sales Executive/Account Executive.
• Assist clients in submitting claims and follow up on their status according to agency procedures.
• Identify exposure to loss and recommend appropriate coverages in coordination with Sales Executive/Account Executive.
• Maintain accurate information in the Applied EPIC system.

Requirements

• College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
• Valid Property Casualty Broker-Agent license is required.
• Effective verbal and written communication skills to explain complex issues and interpret information.
• Knowledge of insurance products and markets.
• Ability to manage complex tasks with various variables.

Nice-to-haves

• Experience with AMS360 (1 year preferred).
• 2 years of experience in Commercial Lines insurance.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance