Commercial Account Manager

ALKEME Insurance•Wheeling, IL

7d•Onsite

About The Position

The Commercial Account Manager supports Sales Executives/Account Executives and helps clients with service needs and account changes. The role includes service and marketing responsibilities and requires adherence to the agency’s quality and service standards. The position is based in person in Wheeling, Illinois; it may become hybrid after the employee demonstrates the ability to successfully navigate the position. The role reports to the Executive Vice President or Agency Leader and is in the Commercial Lines department. It is classified as salary/exempt. The position provides technical support in analyzing client needs; handles applications and carrier submissions; prepares and issues account documents; manages billing, policy audits, client requests, cancellations, and initial claims assistance; and maintains account information in Applied EPIC. It also requires managing workflow, keeping current with industry developments, and maintaining effective professional relationships. Work is primarily office-based and involves extended periods of computer use. The employee 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.

Requirements

College degree and at least 3 years of insurance experience, or at least 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.
Ability to pull or lift up to 15 pounds at times.

Responsibilities

Provide technical support to Sales Executives/Account Executives in analyzing client needs.
Occasionally accompany Sales Executives/Account Executives to prospect and client meetings.
Complete applications with Sales Executives/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 send 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 ensure timely resolution.
Assist clients with submitting initial 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, 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.