Commercial Account Manager

Commercial Account Manager

Location: La Verne, CA 91750

Reports to: Agency Leader or Commercial Lines Manager

Department: Commercial Lines

FLSA Status: Hourly, Non-Exempt

Job Purpose:

The Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing responsibilities while upholding the agency's quality and service standards.

Key Responsibilities:

• Providing technical support to Sales Executives/Account Executives in analyzing client needs.
• Occasionally accompanying Sales Executives/Account Executives on prospect and client meetings.
• Completing applications in coordination with Sales Executives/Account Executives, submitting applications to eligible carriers, and following up to ensure timely quotations.
• Ordering and issuing binders, certificates, policies, endorsements, and related items; verifying accuracy and forwarding to clients with appropriate correspondence.
• Determining billing method (direct or agency) and invoicing accordingly.
• Preparing summaries of insurance, schedules, and proposals.
• Reviewing audits of policies, verifying accuracy, and facilitating corrections between client and carrier as needed.
• Processing incoming mail and phone requests, responding promptly within company guidelines.
• Handling cancellation requests, attempting to retain accounts, and processing carrier notifications to ensure timely resolution.
• Assisting clients in submitting first claims and following up on claims status according to agency procedures.
• Maintaining accurate and current information in the Applied EPIC system.

Personal and Organizational Development:

• Setting priorities and managing workflow to ensure efficient and accurate processing of responsibilities.
• Staying informed on industry developments, new products, legislation, coverages, and technology.
• Communicating effectively and cooperatively to support agency business goals.
• Maintaining professional and effective relationships with clients, co-workers, vendors, and other business contacts.

Qualifications Education & Experience:

• College degree with a minimum of 3 years insurance experience, or a minimum of 5 years insurance experience.
• Valid Property & Casualty Broker-Agent license required.

Knowledge, Skills & Abilities:

• Strong knowledge of insurance products, coverages, and markets.
• Ability to communicate effectively, verbally and in writing, to explain complex issues and interpret information.
• Ability to perform complex tasks with multiple variables.

Compensation:

Compensation range is based on working in-office in the state in which the position resides.

Working Conditions:

• Work is primarily office-based with extended periods of computer use.
• Must be able to pull or lift up to 15 pounds at times.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• This is an At-Will position. Employment with Alkeme Intermediary Holdings, LLC may be terminated or changed at any time, with or without cause or prior notice.