Commercial Lines Insurance Account Manager

Account Manager
Worthy Insurance Group, a national Property & Casualty Insurance Brokerage with locations in Skokie, IL, Okemos, MI and Lakewood, NJ is looking for an Account Manager. Excellent customer service, organization, and problem‑solving skills a must!

Key Responsibilities

Assist with preparing proposals and applications, submit to insureds and carriers; follow up to ensure timely responses.

Process new business, renew and re‑market accounts 120 days in advance.

Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

Provide consistent, accurate and timely communication to clients through verbal and written correspondence.

Maintain client files in EPIC accurately and consistently documenting conversations, sending confirmations to clients and ensure Activity Report is updated during or immediately after the discussion with the client.

Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures and audits, and document electronic file accordingly.

Qualifications
Preferred Qualifications

College Degree OR equivalent work experience

3+ years of Property & Casualty Insurance experience

Property & Casualty agency management system (Applied Epic)

Required Qualifications

Proficient with computers and standard Microsoft software packages

Excellent oral and written communication

Creative problem‑solving skills

Exceptional time management and attention to detail

IL/MI/NJ Property & Casualty license OR ability to pass the exam within 30 days of hire

Benefits

401(k) matching

Company parties

Competitive salary

Dental insurance

Health insurance

Paid time off

Vision insurance

Parental leave

Generous PTO

Gym membership

Insurance education bonus program

Nationwide travel for client and prospect visits

Paid Time Off for Volunteering

Who We Are
Worthy Insurance focuses on providing creative insurance solutions to the healthcare, social service, and real estate industries. Taking care of people and their businesses while protecting their livelihoods and assets is at the core of what we do. Worthy empowers our employees to grow with personal and professional development opportunities. We work hard, but we love to have fun!

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