Account Associate

4 weeks ago

Media, United States ECBM, LP Full time

About ECBM

ECBM is a family-owned and operated insurance broker and consulting firm based in Media, PA. We specialize in high-risk industries that require dedicated, client-based broker services in the areas of Commercial Insurance, Workers' Compensation, Employee Benefits, Cyber Liability, Professional Liability, Farm & Agriculture, and Personal Insurance. Founded in 1970, our mission is to put people- our clients and employees- first. As a privately-owned company, our motto has always been: "No Shareholders, Just Transparency."

ECBM operates on three main core values: Empathy, Energy and Tenacity. We test every employee who works here for these three core values because employees must have Empathy to care about our clients, Energy to provide the level of service we require, and Tenacity to go that "extra mile" to solve our clients' challenges.

In addition to caring for our clients, we also take pride in caring for our employees. We've been a Best Place to Work in Insurance recipient for the last eight years, and the average length of service of our employees is 11 years.

About the Role

ECBM is looking for an Account Associate to join our team This person will report to the Director of Client Services. This person will assist team members maintain assigned clients. They will promote ongoing client loyalty through adherence to ECBM service standards. They will provide technical and processing support to clients and team members.

Responsibilities

  • Prepare initial Renewal Survey for account management review as required for renewals.
  • Update AMS and other agency systems with renewal information and prepare initial renewal applications for account management review.
  • Prepare loss summaries for account management. Assist in ordering any missing loss runs.
  • Perform system renewal needs within ECBM standards.
  • Review certificate list with client renewal information and delete unnecessary or uncovered certificate holders.
  • Provide binding documents, ID cards, filings, account income forms, and other required documentation.
  • Provide surplus lines filing support.
  • Invoice renewals.
  • Assist with preparation of allocations, spreadsheets, dummy bills.
  • Monitor Flood and Bond renewals
  • Notify other departments of client service needs or important policy conditions, including but not limited to accounting, claims, etc.
  • Order and review policy changes on assigned clients.
  • Provide back up to Quality Management Team for processing functions for assigned book of business. Adhere to ECBM quality and performance standards in a manner that promotes ongoing client satisfaction.
  • Provide rating support to account managers including state fund or assigned risk programs in Workers' Compensation and Automobile.
  • Participate in Reporter functions as designated
  • Assist all clients, departments or associates when required and requested to maintain firm's relationships and good standing.
  • Coordinate policy delivery (electronic and/or paper copies) to clients
  • Provides back up to the front desk.
  • Special Projects as assigned by Management.

Qualifications

  • College degree, high school diploma or equivalency required.
  • Must have good communication skills, both verbal and written.
  • Attention to detail is required as well as the ability to process a high volume of transactions.
  • Property Casualty Agent's License required within 12 months of starting position.

Benefits

  • Competitive Pay
  • Health and Welfare Programs Including Medical, Dental, and Vision Insurance
  • Retirement and Income Protection Programs, including a 401k plan
  • Work/Life Balance Including PTO, Holidays and Remote work opportunities
  • Career Advancement Opportunities

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