Commercial Account Manager

ALKEME Insurance•Ladera Ranch, CA

3d•Hybrid

About The Position

The Commercial Account Manager supports Sales Executives and Account Executives and assists clients with service needs and account changes. The position combines service and marketing responsibilities while upholding the agency’s quality and service standards. It is based in Ladera Ranch, California, with a hybrid/on-site location designation, and reports to the Executive Vice President in the Commercial Lines department. The role is salaried and exempt. The Commercial Account Manager provides technical support in analyzing client needs; coordinates applications and carrier submissions; follows up on quotations; processes and verifies policy-related documents; handles billing, insurance summaries, audits, service requests, cancellations, and initial claims assistance; and maintains accurate account information in Applied EPIC. The role also requires managing priorities and workflow, keeping current with industry developments, and communicating effectively with clients and business contacts. Work is primarily office-based and involves extended periods of computer use. The position may require pulling or lifting 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 may be terminated or changed at any time, with or without cause or prior notice.

Requirements

College degree and a minimum of 3 years of insurance experience, or a minimum of 5 years of insurance experience.
Valid Property & Casualty Broker-Agent license.
Strong knowledge of insurance products, coverages, and markets.
Ability to communicate effectively verbally and in writing, explain complex issues, and interpret information.
Ability to perform complex tasks involving multiple variables.

Responsibilities

Provide technical support to Sales Executives and Account Executives in analyzing client needs.
Occasionally accompany Sales Executives and Account Executives on prospect and client meetings.
Complete applications with Sales Executives and Account Executives, submit them to eligible carriers, and follow up for timely quotations.
Order and issue binders, certificates, policies, endorsements, and related items; verify their accuracy and forward them to clients with appropriate correspondence.
Determine whether billing is direct or through the agency and invoice accordingly.
Prepare summaries of insurance, schedules, and proposals.
Review policy audits for accuracy and facilitate corrections between clients and carriers as needed.
Process incoming mail and phone requests, responding promptly within company guidelines.
Handle cancellation requests, attempt to retain accounts, and notify carriers to support timely resolution.
Assist clients with submitting first claims and follow up on claim status according to agency procedures.
Maintain accurate and current information in the Applied EPIC system.
Set priorities and manage workflow to process responsibilities efficiently and accurately.
Stay informed about 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.