23 May Account Manager – Commercial Property & Casualty
HYBRID | FULL-TIME
Boulo is sourcing candidates for an Account Manager for our client, a family-owned and multi-generational commercial property and casualty insurance firm. The Account Manager will provide prompt, accurate, courteous service to customers, producers and company personnel of assigned accounts.
Employment Type: Full-Time
Flexibility: Hybrid – Remote Monday & Friday, In-Office Tuesday – Thursday
Pay: $60,000 – $80,000, depending on experience
Benefits: Employer paid health insurance, dental, vision, 401K and PTO
Responsibilities of the Account Manager:
- Grow and develop talents and insurance knowledge to highest level possible
- Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts
- Service Commercial Lines accounts as assigned and aid in collections
- Handle all renewals for accounts that are staying with incumbent carriers
- Review quotes that come from our Marketing Department and compare to renewal quote to see which is best. Work directly with Producer and Marketing Rep on this
- Process Renewal Analysis and any other information needed for Producer’s appointments with insureds and make appointments for these meetings, per agency procedures
- Collect premiums per established agency procedures
- Work directly with carriers/brokers to provide them with any information needed on renewals and/or changes being made to policy
- Prepare company submissions for renewal business quotes and prepare proposals of insurance, including visits to clients with producer when requested
- Prepare and process endorsement requests for Commercial Lines clients
- Prepare and process cancellations/reinstatements when required
- Prepare and process certificates of insurance occasionally as required within 24 hours of request
- Review all applications, policies, endorsements and audits for accuracy
- Invoice all premium-bearing transactions
- Notify producer of any unpaid balances on account and request appropriate actions be made according to agency collections procedure
- Prepare Auto ID cards, evidence of property, certificates, binders, and endorsements
- Email policies, and related documents to insureds as needed
- Maintain suspense items in a timely manner
- Participate in seminars and classes for skill and knowledge development, keep current on carrier forms and coverage changes
- Maintain all client activity in the agency automation system
- Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures
- Prioritize workload and/or request assistance as required
- Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client
- Assist Claims Department in providing coverage information, if needed
- Keep producers fully informed of all important activities on their accounts
- Assume other job responsibilities as assigned by producer or department manager
Requirements of the Account Manager:
- High school diploma or equivalent; college degree preferred. Knowledge of Applied/Epic management system or the equivalent and other computer systems and operations
- Good listening skills, ability to prioritize, must pay attention to detail, and display the ability to work in a team environment with a great attitude
- Detailed knowledge of commercial insurance lines of business and products in order to discuss coverages with insureds and insurance carriers
- P & C License is required with 3+ years of experience working a large book of business on various sized accounts in a very fast paced atmosphere
- Professional designation is a plus
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. Our clients are dedicated to building a diverse and inclusive workplace. If this role sounds exciting but your past experience doesn’t include every qualification in the job description, apply anyways! You may be just the right candidate.
About Boulo: Boulo is the go-to recruiting expert for working mothers and employers that embrace flexibility for mutual benefit. With years of experience as recruiters, professionals and mothers, our optimism and hope knows no limits in making the workplace work for everyone. If you would like to receive updates about new jobs and jobs not publicly available, create your Boulo profile here: https://app.boulosolutions.com/signup/member. Joining the Boulo Community is free.