Commercial Account Manager
ALKEME Insurance, West Long Branch, NJ, United States
Commercial Account Manager
Location: On-site/In-person in West Long Branch, NJ 07764 07764 Reports to: Executive Vice President or Agency Leader Department: Commercial Lines FLSA Status: Hourly, Non-Exempt Job Purpose
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. Key Responsibilities
Providing technical support to Sales Executives/Account Executives in analyzing client needs. Occasionally accompanying Sales Executives/Account Executives on prospect and client meetings. Completing applications in coordination with Sales Executives/Account Executives, submitting applications to eligible carriers, and following up to ensure timely quotations. Ordering and issuing binders, certificates, policies, endorsements, and related items; verifying accuracy and forwarding to clients with appropriate correspondence. Determining billing method (direct or agency) and invoicing accordingly. Preparing summaries of insurance, schedules, and proposals. Reviewing audits of policies, verifying accuracy, and facilitating corrections between client and carrier as needed. Processing incoming mail and phone requests, responding promptly within company guidelines. Handling cancellation requests, attempting to retain accounts, and processing carrier notifications to ensure timely resolution. Assisting clients in submitting first claims and following up on claims status according to agency procedures. Maintaining accurate and current information in the Applied EPIC system. Personal and Organizational Development
Setting priorities and managing workflow to ensure efficient and accurate processing of responsibilities. Staying informed on industry developments, new products, legislation, coverages, and technology. Communicating effectively and cooperatively to support agency business goals. Maintaining professional and effective relationships with clients, co-workers, vendors, and other business contacts. Qualifications Education & Experience
College degree with a minimum of 3 years insurance experience, or a minimum of 5 years insurance experience. Valid Property & Casualty Broker-Agent license required. Knowledge, Skills & Abilities
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
Compensation range is based on working in-office in the state in which the position resides Working Conditions
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.
Location: On-site/In-person in West Long Branch, NJ 07764 07764 Reports to: Executive Vice President or Agency Leader Department: Commercial Lines FLSA Status: Hourly, Non-Exempt Job Purpose
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. Key Responsibilities
Providing technical support to Sales Executives/Account Executives in analyzing client needs. Occasionally accompanying Sales Executives/Account Executives on prospect and client meetings. Completing applications in coordination with Sales Executives/Account Executives, submitting applications to eligible carriers, and following up to ensure timely quotations. Ordering and issuing binders, certificates, policies, endorsements, and related items; verifying accuracy and forwarding to clients with appropriate correspondence. Determining billing method (direct or agency) and invoicing accordingly. Preparing summaries of insurance, schedules, and proposals. Reviewing audits of policies, verifying accuracy, and facilitating corrections between client and carrier as needed. Processing incoming mail and phone requests, responding promptly within company guidelines. Handling cancellation requests, attempting to retain accounts, and processing carrier notifications to ensure timely resolution. Assisting clients in submitting first claims and following up on claims status according to agency procedures. Maintaining accurate and current information in the Applied EPIC system. Personal and Organizational Development
Setting priorities and managing workflow to ensure efficient and accurate processing of responsibilities. Staying informed on industry developments, new products, legislation, coverages, and technology. Communicating effectively and cooperatively to support agency business goals. Maintaining professional and effective relationships with clients, co-workers, vendors, and other business contacts. Qualifications Education & Experience
College degree with a minimum of 3 years insurance experience, or a minimum of 5 years insurance experience. Valid Property & Casualty Broker-Agent license required. Knowledge, Skills & Abilities
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
Compensation range is based on working in-office in the state in which the position resides Working Conditions
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.