Commercial Account Manager
4 weeks ago
Warehouse Workers, LLC. is seeking a highly skilled and experienced Remote Large Commercial Account Manager to join our team.
Job Summary:The Remote Large Commercial Account Manager will be responsible for developing and maintaining client relationships during the management and renewal process of assigned insurance accounts. This role requires excellent communication and interpersonal skills, as well as the ability to work independently and manage multiple accounts simultaneously.
Key Responsibilities:- Manage and renew assigned insurance accounts to ensure excellent customer service and account retention.
- Develop and maintain strong relationships with clients through proactive communication and regular updates.
- Collaborate with Sales Executives, Sales Agents, Marketing Managers, and Technical Assistants to ensure seamless account management and renewal processes.
- Provide direction and oversight to Technical Assistants working on behalf of assigned clients.
- Cross-sell and/or refer clients to the appropriate departments for the sale of additional lines of insurance and account rounding.
- Coordinate change requests and modify policies as necessary.
- Manage the underwriting process, including marketing, rating, preparation of proposals and applications, and required documents.
- Record, report, and service assigned clients' claims and losses or refer clients to the Claims department.
- Request and research reports and information relevant to the placing of new and/or renewal business.
- Regularly review exception and aged receivable reports for accuracy and correct as needed.
- Follow company procedures regarding the documentation and maintenance of account information in the EPIC system.
- Be familiar with and follow Agency E&O guidelines.
- Report any omissions regarding coverage on policies to the Branch Manager.
- Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information.
- High School diploma or General Education Diploma (G.E.D.)
- 3 to 5 years of commercial lines insurance experience
- Active 220 Property & Casualty Insurance License
- EPIC experience a plus
- LARGE account experience a must
- Condo experience a plus
This is a remote work opportunity.
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