Commercial Account Manager

ALKEME Insurance • Omaha, NE

13d • Onsite

About The Position

The Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing responsibilities while upholding the agency’s quality and service standards.

Requirements

• 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.

Responsibilities

• Servicing and Customer Service: 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.
• Personal and Organizational Development: 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed