Commercial Account Manager
Frank Balbo Trucking, West Long Branch, NJ, United States
Overview
Job Title: 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 Description: 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.
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
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 & Working Conditions
Compensation range is based on working in-office in the state in which the position resides
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
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Job Description: 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.
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
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 & Working Conditions
Compensation range is based on working in-office in the state in which the position resides
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
#J-18808-Ljbffr