Commercial Account Manager

ALKEME Insurance•Franklin Square, NY

6d•Onsite

About The Position

The Commercial Account Manager supports Sales Executives and Account Executives by analyzing client needs, handling service requests and account changes, and performing service and marketing responsibilities in accordance with the agency’s quality and service standards. The position is based on-site/in person in Franklin Square, New York, and is part of the Commercial Lines department. It reports to the Executive Vice President or Agency Leader and is classified as salary/exempt. The role includes preparing and submitting insurance applications, obtaining quotations, issuing and checking policy documents, determining billing methods, preparing insurance summaries and proposals, reviewing policy audits, processing client requests and cancellations, assisting with initial claims submissions, and maintaining current information in Applied EPIC. The Account Manager also manages priorities and workflow, keeps current on industry developments, products, legislation, coverage, and technology, and maintains effective professional relationships with clients, colleagues, vendors, and other 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. Employment is at will.

Requirements

College degree with 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 to obtain timely quotations.
Order and issue binders, certificates, policies, endorsements, and related items; verify accuracy and forward documents to clients with appropriate correspondence.
Determine whether billing is direct or agency-based 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 and respond promptly within company guidelines.
Handle cancellation requests, attempt to retain accounts, and notify carriers to ensure timely resolution.
Assist clients with 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 process responsibilities efficiently and accurately.
Stay informed about industry developments, new products, legislation, coverages, and technology.
Communicate effectively and cooperatively in support of agency business goals.
Maintain professional and effective relationships with clients, co-workers, vendors, and other business contacts.