Commercial Insurance Service Account Manager

This will be a hybrid position based out of our Albemarle, NC office location. We are looking for someone to work in the office one week per month.

Summary: The Client Care Team Service Account Manager is responsible for proficiently working with our “small” commercial insurance clients (under $20,000 in premium) in order to provide “No Excuse Client Service” in service and risk management needs in accordance with agency standards and workflows.

Essential Duties and Responsibilities:

· Manage accounts effectively by building effective relationships with clients by communicating via email and phone.

· Promptly respond to policy coverage related questions from clients in accordance with agency standards and workflows.

·Resolve issues related to client billing.

·Issue certificates, evidence of property, pending cancellations and reinstatements, interim reports and other transactions, as required within agency guidelines, workflows and standards.

·Make changes to client policies and add/delete coverage as requested by the client

·Quality check and thoroughly review of all endorsements and audits received from insurance carriers.

·Maintain client files within the agency management system and use the system to perform all transactions and file documentation according to established workflow and procedures.

·Issuing binders I.D. cards, etc., in accordance with agency standards.

·Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications.

·Participate in seminars and other training and continuing education sessions to maintain required licenses and for knowledge, skill and leadership development, including seminars aimed at avoiding potential errors and omissions situations.

·Perform other duties as requested.

Core Competencies:

·Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities.

·Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency.

·Be able to conduct business analysis and interpret reports.

·Exhibit a personal commitment to develop insurance knowledge.

·Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports.

·Have a personal commitment to continuous professional development including insurance knowledge and risk management skills.

Education/Experience:

• Proficient in Microsoft Office Suite with experience working in an agency management system preferred.
• Demonstrate expertise in coverages, underwriting, rating and risk management.
• Demonstrate in-depth knowledge of commercial insurance policy coverage to effectively manage, service, and retain clients. A proficient knowledge of insurance markets is essential.
• Possess the ability to identify insurance coverage gaps and make recommendations for additional policies when appropriate.
• High School Diploma; College Degree Preferred in addition to 10 year’s insurance agency experience.

Certificates and Licenses:

·Possess a Property and Casualty license or obtain within 90 days of employment.

·Insurance designation or working toward insurance designation – (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.

We understand the importance of providing comprehensive and competitive benefits that support the well-being and financial security of our valued employees.

Some benefit highlights are:

-Bearing offers medical, dental, and vision insurance.

-Many employee paid benefits with option to buy up: STD, LTD, Life Insurance

-4.5% 401k company match

-Wellness Incentives

-Free memberships to wellness programs.

-Other benefits offerings include HSAs, FSAs, accident, critical care, hospital indemnity, pet insurance, and legal assistance.

Your well-being is our priority, and we are committed to providing you with a benefits package that supports your overall health, happiness, and success

Job Type: Full-time

Pay: $38,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental Pay:

• Bonus opportunities

Ability to Relocate:

• Albemarle, NC 28001: Relocate before starting work (Required)

Work Location: Hybrid remote in Albemarle, NC 28001

Salary : $38,000 - $45,000