Commercial Insurance Account Manager

At Fournier, we embrace a signature approach to delivering customized risk management programs that protect what matters most to our clients. Since 1977, Fournier has made a mark in the insurance industry by focusing on ethics, values, knowledge and connecting our clients with the insurance products they require to live full, enriching lives and run thriving businesses. As an independent insurance agency, we have the autonomy to provide comprehensive and flexible coverage options that meet the unique needs of our clients. Our team of dedicated professionals, like you, are at the heart of our success. Our mission-driven approach is evident in a culture where we promise to be grounded, connected, ethical, and insurance experts.

Summary:

The Account Manager is one of the primary business contacts for Clients and is responsible for servicing commercial lines accounts with revenue up to $25,000. You will handle the day-to-day management of accounts including client and carrier requests in a timely manner per department procedures and support the Account Executive and Producer in achieving positive outcomes for our clients.

This role will provide service commercial lines accounts by handling the day-to-day management of accounts including client and carrier requests in a timely manner per department procedures, including developing and maintaining positive working relationships with clients and carrier partners.

Essential Duties and Responsibilities:

• Invoice premium bearing transactions.
• Collect premiums per established agency procedures.
• Notify producer, account executive or department manager of any unpaid audits and request appropriate actions be made according to agency collections procedure.
• Maintain expiration list following department procedures.
• Delegate support tasks to associate account managers and ensure accurate and timely completion of delegated tasks.
• Prepare/delegate account summaries as required.
• Prepare new business and renewal submissions for quotes. Coordinate expirations with producer and/or account executive to compile account information including required supplemental documentation, underwriting data, and quote option needs. Prepare proposals of insurance including forms analysis and premium comparisons.
• Market submissions to carriers as appropriate and aggressively negotiate new and renewal pricing with carrier. Quote online as required by carrier.
• Review all applications, quotes, policies, endorsements, and audits for accuracy.
• Prepare/delegate policies, endorsements, certificates, auto ID cards and related documents for delivery to insureds as needed.
• Prepare/delegate and process cancellations when required per agency procedures.
• Prepare/delegate and process all certificate requests as required within 24 hours of request per agency procedures.
• Report claims to carrier and assist in claims management issues as needed.
• Maintain suspense items in a timely manner.

Qualifications:

• Professional designation preferred. Must hold or currently be working toward industry professional designation such as CPCU, CIC, ARM, etc.
• Proficient in Microsoft Office (Word, Outlook, and Excel) and computer systems in general.
• Experience working with various Agency Management Systems including Epic.

Education & Licensing Requirements:

• 4-year bachelor’s degree preferred. High school diploma or equivalent is required.
• Minimum 5 years’ experience as an account manager or industry related industry experience.
• Must be licensed per state requirements.

Key Competencies:

• Ability to think critically, evaluate, analyze and create an action plan.
• Good listening skills and attention to detail are critical.
• Technical knowledge and thorough understanding of commercial insurance and products is essential.
• Excellent interpersonal and customer service skills.
• Strong communication skills (both verbal and written).
• Able to work well in a team environment.
• Capable of managing multiple projects.
• Detail oriented and organized.
• High degree of self-motivation and self-direction.
• Must be flexible and reliable.

WHY FOURNIER?

At Fournier, we are a team driven by a mission to redefine the standard in the insurance industry.

Our independence is our strength, and it’s personal for us. Our independence allows us to make swift, impactful decisions directly benefiting our clients and team members. This agility keeps us ahead, aligning closely with the dynamic needs of the industry and ensuring strategic growth.

Joining Fournier means embracing a culture where exceptional customer service is the norm, not the exception. We champion advocacy, responsiveness, and continuous professional development. We invest heavily in our team, providing the tools and education necessary for success. Come join a company where your contributions matter and where your growth is as unlimited as your ambition and commitment.

OUR FOURNIER SIGNATURE COMMITMENT:

We live our values and make a promise to be:

GROUNDED: real people, authentic, and accessible

CONNECTED: family-owned, a family within the company, true care for the well-being of clients, and connected with

the communities that you individually and collectively call home

ETHICAL: client-centric, a company of integrity, accountable to one another, and responsible partner with carriers

SPECIALISTS: insurance experts, knowledgeable, a custom fit for every client, and emerging specialty areas

MODERN LEGACY: second generation, stable, healthy growth, aspiring, anticipating, and forward-looking

WE OFFER:

• Comprehensive training and support with opportunities for professional growth and advancement.
• Competitive compensation package, including salary, commission, bonus potential, 401k match.
• Full benefits package, including medical, dental, vision, supplemental life insurance, long and short-term disability, and flexible spending account.
• Paid education toward insurance specific designation
• Work-life balance, including 37.5-hour workweek with weekends off, generous PTO accruals and 10 paid holidays

Job Type: Full-time

Pay: $60,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental Pay:

• Bonus opportunities
• Commission pay

Ability to Relocate:

• University Place, WA 98467: Relocate before starting work (Required)

Work Location: Hybrid remote in University Place, WA 98467

Salary : $60,000 - $90,000