Commercial Account Manager

• Provide technical support to Sales Executives/Account Executives in analyzing client needs.
• Occasionally accompany Sales Executives/Account Executives on prospect and client meetings.
• Complete applications in coordination with Sales Executives/Account Executives submit applications to eligible carriers and follow up to ensure timely quotations.
• Order and issue binders certificates policies endorsements and related items; verify accuracy and forward to clients with appropriate correspondence.
• Determine billing method (direct or agency) and invoice accordingly.
• Prepare summaries of insurance schedules and proposals.
• Review audits of policies verify accuracy and facilitate corrections between client and carrier as needed.
• Process incoming mail and phone requests responding promptly within company guidelines.
• Handle cancellation requests attempt to retain accounts and process carrier notifications to ensure timely resolution.
• Assist clients in submitting first claims and follow up on claims status according to agency procedures.
• Maintain accurate and current information in the Applied EPIC system.

• Set priorities and manage workflow to ensure efficient and accurate processing of responsibilities.
• Stay informed on industry developments new products legislation coverages and technology.
• Communicate effectively and cooperatively to support agency business goals.
• Maintain professional and effective relationships with clients co-workers vendors and other business contacts.

• Minimum of 2 years of prior insurance experience preferably at a retail insurance brokerage.
• 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.

• Compensation range is based on working in-office in the state in which the position resides

• Work is primarily office-based with extended periods of computer use.
• Must be able to pull or lift up to 15 pounds at times.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• This is an At-Will position. Employment with Alkeme Intermediary Holdings LLC may be terminated or changed at any time with or without cause or prior notice.
  
  

Required Experience:

IC