Account Manager, Commercial Lines

SUMMARY :

Account Managers provide high-quality service to our Clients and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Account Executives in the administration of policies, coordination of billing / payment, processing applications and other administrative duties and projects as assigned.

ESSENTIAL FUNCTIONS :

This role is responsible for, but not limited to, the following job duties :

• Manage the quoting activity for assigned accounts
• Create schedules of insurance and proposals
• Management and tracking of policy renewals
• Endorsement processing
• Invoicing
• Set up new and renewal policies in Vision.
• Scan and maintain documents, policies and correspondence in Vision.
• Manage day to day account transactions including additions, deletions of vehicles, acquisitions, ,
• Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents as needed.
• Support administration of program adjustments including dividend and audit adjustments.
• Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.

COMPETENCIES REQUIRED :

Customer Service Focus

Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.

Active Listening :

Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages. Asks clarifying questions to ensure understanding

Initiating Action :

Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.

Information Seeking :

Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information; resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Quality Extended Task Focus :

Able to perform the same work function with excellence and high standards of quality for a significant amount of time while remaining focused and without becoming disengaged.

Composure and Resilience :

Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.

Time Management :

Demonstrates the ability to manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.

QUALIFICATIONS :

EDUCATIONAL REQUIREMENTS :

PHYSICAL DEMANDS :

Why Join Us?

The national average salary for this role is $70,000 to $85,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY JOIN EPIC?

Salary : $70,000 - $85,000