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Commercial Insurance /Account Manager needed for an Established Company

Commercial Insurance /Account Manager needed for an Established Company
$45,000 - $50,000
Homewood, AL

Our partner in Homewood, AL is searching for an Account Manager to work within their assigned book of business and alongside the Account Executive to meet or exceed the our clients customer satisfaction and service standards, while achieving the commercial lines growth and retention objectives. If you have your P&C license and 2 years of sales and/or customer service experience in the insurance industry please apply today!!

Job Description:
  • Supports Account Executive with submissions, renewals, and carrier relationships.
  • Proficiently navigate multiple insurance carrier rating and policy systems.
  • Coordinate, triage and distribute agency new business submissions to appropriate Account Executive.
  • Process policy changes and endorsements as directed by the Account Executive.
  • Prepare summary of insurance as needed for account review and/or client meetings.
  • Review and identify policy renewals for re-marketing to maintain competitive advantage and customer retention.
  • Oversee/deploy downloads of policies, endorsements, and other related policy documents from multiple insurance carrier systems into the agency management system.
  • Process invoices for the Account Executives.
  • Delivery and follow-up of renewal applications & questionnaires.
  • Identify and report material changes on renewal applications & questionnaires to Account Executive.
  • Release all policy documents in a timely manner.
  • Assist with quoting renewal accounts within carrier rating systems.
  • Responsible for accurately inputting & maintaining customer, submission, and policy information into the agency management system.
  • Prepare and release certificates of insurance as requested by insureds or third parties.
  • Assist in reporting claims to carriers and accurately input and maintain claim data & records within carrier and agency management system.
  • Follow a paperless workflow and written procedures at all times.

Job Requirements:
  • Bachelor’s degree is required.
  • Minimum of 2 years of sales and/or customer service experience required.
  • P&C insurance license required or obtained within 60 days of employment.
  • Demonstrate strong interpersonal and relationship management skills.
  • Self-starter with ability to work independently.
  • Effective and professional communication skills.
  • Works well in a team environment.
  • High degree of accountability to prioritize work with strong attention to detail.
  • Experience with Microsoft Office Suite.

Commercial Insurance /Account Manager needed for an Established Company Office & Administrative Support · Direct Hire Birmingham, AL