What are the responsibilities and job description for the Commercial Lines Account Manager position at Evertree Insurance LLC?
The Position:
We’re looking for a highly motivated Commercial Lines Account Manager. Commercial Lines Account Managers at Evertree are more than just Customer Service. Like any insurance agency, they manage house accounts and support our Sales Executives with New Business and renewal accounts. But most importantly, Commercial Lines Account Managers at Evertree strive to be insurance experts, by ensuring that each of their clients has the proper coverage that they need, all while delivering a best-in-class insurance experience.
At Evertree, we know that insurance is more complicated than the major “do-it-yourself” websites make it seem, which is why we are committed to hiring hard-working individuals motivated by serving as an insurance expert for the folks in their community.
The Day-To-Day:
- Service Commercial Line accounts, including reviewing and processing new and renewal policies, preventing gaps or lapses in coverage.
- Process endorsements received from insurance carriers.
- Provide knowledge of insurance coverages, products, markets, and industry to analyze client needs and exposures.
- Evaluate risk to determine carrier placement and application processing.
- Review applications, renewal requests, and endorsements for accuracy/compliance with underwriting authority.
- Maintains all client activity in the agency automation system documenting all correspondence.
- Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage.
- Process client requests and communicate in a timely manner.
- Process commercial line binders following agency procedures.
- Rate and calculate endorsements, cancellations, additional/returned premiums.
What We’re Looking For:
- Active Colorado Property & Casualty Insurance License.
- Minimum 1-2 years Commercial Lines Service Experience.
- High school graduate or GED, college preferred.
- Superior written and verbal communication skills.
- Ability to work in a fast-paced environment.
- Knowledgeable in Microsoft Office products, EZLynx software preferred.
The Company:
Evertree is a rapidly growing, independent insurance brokerage in the personal and commercial lines space that provides customized solutions to its producers and clients. Founded in 2022, Evertree is a team of industry experts and innovative thinkers who are determined to improve how insurance is sold and serviced while creating high-paying jobs and positively impacting the communities we serve. Evertree has over 200 employees and operates across all 50 states.
At Evertree, we double down on the human; talent is core. Our industry-leading talent fuels our business to foster engagement, efficiency, and community-centric best practice. We are naturally innovative and genuine, have integrity and grit, embrace diversity, and value community.
Evertree’s leadership team has 100 years of experience across the insurance and financial services sectors. Evertree is backed by Integrum Holdings, one of the insurance industry’s most prominent private equity firms focused on partnering with technology-enabled services companies. Our partners pull seasoned success to drive edge cutting-edge operational growth strategies through vision and investment that will revolutionize the insurance industry.
The Perks:
- Vacation & Sick Days
- 11 paid holidays, plus additional “floater” holidays
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Retirement account with company matching
- Flexible Spending Account
Evertree is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.
Requirements:
