Commercial Lines Account Manager

4 days ago

Westlake Village, California, United States ALKEME Insurance Full time

Job Summary:

The Commercial Lines Account Manager at ALKEME Insurance plays a vital role in delivering exceptional service to our clients. This position requires a strong understanding of insurance products and a keen eye for detail.

Key Responsibilities:

  • Provide technical support to Sales Executives/Account Executives in analyzing client needs.
  • 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 on quotations.
  • Order and issue binders, certificates, policies, endorsements, and other related items, verifying their accuracy and forwarding them to clients.
  • Determine direct or agency billing and invoice accordingly.
  • Prepare summaries of insurance, schedules, and proposals.
  • Review audits of policies, verify accuracy, and facilitate corrections between clients and carriers.
  • Process incoming mail and phone requests, responding promptly and appropriately within company guidelines.
  • Use agency credit and collection policy in invoicing and pursuing prompt payments.
  • Determine reasons for cancellation requests and act to save accounts, notifying Sales Executives/Account Executives.
  • Process and follow up on cancellation requests to carriers, ensuring accurate and timely resolution.
  • Assist clients in submitting first claims, facilitate prompt response from carrier staff, and follow up on claims status according to agency procedures.
  • Identify exposure to loss and recommend appropriate coverages in coordination with Sales Executives/Account Executives.
  • Online rating of quotes.
  • Order loss runs and maintain the loss run card.
  • Maintain accurate and current detailed information in the Applied EPIC system.

Requirements:

  • College education with a minimum of 3 years of insurance experience or a minimum of 5 years of insurance experience.
  • Must hold a valid Property Casualty Broker-Agent license.
  • Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
  • Knowledge of insurance products and usages.
  • Knowledge of insurance markets and reference to markets.
  • Ability to carry out complex tasks with many concrete and abstract variables.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to pull or lift up to 15 pounds at times.

Compensation:

This position will pay in the $85,000-$90,000 range plus benefits (depending on experience, skill level, etc.).

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