Commercial Account Manager- Remote

Location
Tampa, Florida
Salary
$75,000 - $99,999
Posted
Jul 15, 2022
Closes
Sep 13, 2022
Ref
6707627#GIJtoGJS.1
Industry
Insurance
Category
Insurance

Commercial Account Manager- Remote

The Commercial Account Manager is responsible for renewal and day to day servicing of existing accounts. They will play a critical role in account retention. The Account Manager will be responsible day to day servicing of existing accounts. They will review renewals with the client, offer advice on coverage gaps, and confirm the accuracy of information for renewal.

  • Directly report to the Sales Team Leader and serves as the senior servicing advisor, mentor and technician for sales team; leads the Client Service Representative in all service operations
  • Construction policy knowledge would be a plus
  • Responsible for total account management for all team accounts, to include:   day-to-day communication with the clients and carriers including endorsement processing, certificate issuance, and cancellations
  • EPIC Agency Management Experience a major plus
  • Responsible for renewal preparation and submission

  • Bind business and ensure billing occurs with satisfactory client experience

  • Initiates appropriate correspondence with carriers and clients
  • Reconciles monthly production reports
  • Prepare for daily client interface on wide range of topics, to include giving clear answers to clients on any coverage or billing questions, including information on rate fluctuations or policy changes to ensure full understanding
  • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
  • Consult with clients to help process quotes and issue renewals including any updates needed to current policies; able to explain insurance concepts in clear terms
  • Secure documentation needed to be retained by the agency including signed   applications, rejection of coverage, bind confirmations thereby mitigating of Errors & Omissions Liability
  • Must have a 2-20 or 4-40 active license

For immediate consideration please send your resume in a Word document to jeff@ceinsurance.com.

 

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