What are the responsibilities and job description for the Commercial Lines Account Manager position at Allen Insurance and Financial?
Is flexibility important to you? We offer full-time hybrid work schedules ranging from 30-37.5 hours per week. Great benefits, bonuses and flexibility.
We believe that the success of our organization is rooted in the power of our collective team working together toward our shared goals. As a Maine ESOP our dedicated employee owners share a passion for delivering exceptional service to our clients. We develop long-term client relationships and understand the unique goals of each client and work to protect their most important assets.
Allen’s excellent reputation in the community has been built by the efforts of many over the last 150 years. Allen is proud to be a leading employer and a consistent Best Place to Work in the state of Maine. The positive and supportive work environment created at Allen allows our team to achieve their goals.
As an employee-owned company, we believe that our most valuable assets are our co-owners. We believe that by providing excellent benefits, a positive, collaborative work environment, flexibility and the best tools for our team, our talented employee owners will deliver the very best service to our clients. We invite you to reach out and discover a great career opportunity. We offer new hires generous PTO and the opportunity to become an employee owner to allow for everyone to share in the organization's success.
We have two openings for experienced commercial lines account managers who want to be part of our talented commercial lines team. Our Account Manager team works closely with both clients and the commercial Producers to ensure client satisfaction.
Camden or Waterville locations (Hybrid work and flexible hours)
Job Duties and Responsibilities
- Assists Producers with new commercial clients, including the preparation of applications, preparing quotes and proposals, marketing, and follow-up.
- Handles all client contact (phone calls, email, walk-ins, etc.) and activities for assigned accounts and other accounts as needed. Responds efficiently to client requests, such as producing binders, certificates, evidences, auto ID cards, etc.
- Reviews existing account renewals with Producers; markets or obtains quotes; follows up on issuance of renewals or binders, ensuring timely receipt. Documents all work in the agency management system (Applied Epic).
- Updates renewal expiration sheets, keeping all information current on ordering, binding, received dates and completion dates.
- Responds efficiently to client requests, such as producing binders, certificates, evidences, auto ID cards, etc.
- Accepts and processes payments; assists in the resolution of billing issues; claims and follows up with clients if necessary.
- Works cooperatively as a team with other Account Managers and Producers to ensure client satisfaction.
- Attends and completes required training sessions and classes for continuing education and certification programs.
Education and Experience
1. Current Maine Property and Casualty license
2. High School Diploma or equivalent; basic working knowledge of Microsoft Word, Excel, and Outlook
3. Ability to work well independently and as part of a team
4. Excellent written and oral communication skills
5. Strong attention to detail
6. Passion for providing exceptional customer service
7. Ability to manage deadlines and effectively prioritize tasks to ensure client satisfaction
Flexible schedule includes late start times to allow for balancing work and family needs. We understand the value of flexibility.
To apply please submit a cover letter and resume. We look forward to hearing from you.
Job Type: Full-time
Expected hours: 30 – 37.5 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Supplemental Pay:
- Bonus opportunities
License/Certification:
- Do you have a Maine Property and Casualty Insurance License? (Required)
Work Location: Hybrid remote in Camden, ME 04843