Account Associate

5 days 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 New Business Brokerage Team. This person will report to the Manager of the New Business Brokerage. The Associate would provide processing, technical, and rating support to this team. This person will assist with new business opportunities by supporting the firm's cross selling and account rounding efforts.

Core Responsibilities

  • In conjunction with the New Business team, prepare new business insurance submissions, including:
  • Creating new clients in Agency Management System
  • Gathering and requesting carrier loss runs
  • Prepare Acord applications for coverage
  • Prepare Loss Summaries
  • Create driver, vehicle, and property schedules in Excel
  • Assist in preparation of other support materials used to negotiate winning terms with insurance carriers
  • Assist in creating insurance proposals
  • Perform system binding needs within ECBM standards, including:
  • Prepare binders
  • Prepare Auto ID Cards, filings, invoices, and other documentation
  • Notify other departments of client's service needs or important policy conditions including accounting, claims, etc.
  • Assist in completing the Binding Checklist
  • Enter Billing Information in Agency Management System and confirm payment
  • Provide rating support to marketing including state fund and assigned risk for Workers Compensation and Automobile
  • Assist with business placement in the "select" business segment (Under $5,000)
  • Develop and maintain relationships with other department personnel
  • Special projects as assigned by the manager
  • Manage and track internal filing system of all unit documentation
  • Assist in Marketing Strategy for New Business clients
  • Meet and network with agency carrier partners to develop underwriting relationships

Education & Experience

  • College degree preferred, but high school diploma or equivalency required
  • Property Casualty Agent's License preferred, must pass Property Casualty Agent's License Exam within three (3) months of hire
  • Must have good communication skills, both verbal and written.
  • Must have strong Excel skills
  • Good listening skills are required as well as desire to solve problems.
  • Should possess an understanding of negotiation process.
  • Professional Designation is a plus.

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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