What are the responsibilities and job description for the Commercial Insurance Account Manager position at InFocus Insurance?
In order to apply for this position an active P/C insurance license is required or willingness to obtain a P/C license within 60 days of start date.
What we’re good at
We are one of the top independent insurance agencies in the area. We’re proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve. We’re on a mission to build long-lasting relationships with our clients and have a positive societal impact through our work.
Teamwork, personal excellence, and growth matter to us, and we know it matters to you, too! When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.
When you join us, you can expect:
- Competitive compensation
- Work-life balance and employee well-being
- A supportive, small business, people-first culture and mindset
- A voice at the table to create constructive change and work on purposeful products
- The ability to build a lasting career that you enjoy
What you’re good at
You’re a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, take action, and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research, and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently, and anticipate agency needs and client questions.
When you join us, we expect you to:
- Assist our account executives in servicing the insurance needs of our clients
- Cultivate strong relationships with our existing and prospective clients
- Respond to clients, insurance carriers, sales team, and supervisors’ correspondences and requests in a timely, effective, and professional manner.
- Become lead on our commercial, Proof of Insurance requests
- Research and present answers to client questions about their policies and coverage.
- Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
- Analyze and compare current exposures to develop renewal or new business specs for marketing.
- Prepare proposals with the help of the sales team for client presentations.
- Process and check policies, endorsements, endorsement requests, and audits for accuracy.
- Manage, submit, and follow up with claims throughout the claims process.
- Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.
- Assist in client and policy retention efforts
What you’ll bring to our team:
- Excellent verbal and written communication skills
- Basic math skills and aptitude for learning new technology
- Positive attitude, good listening skills and empathy
- Highly organized and strong time management skills
- Ability to multi-task in a fast-paced environment within tight deadlines
- Works with integrity and a high level of confidentiality
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Disability insurance
- Health insurance
- Paid time off
Supplemental Pay:
- Bonus opportunities
- Commission pay
Work Location: In person
Salary : $40,000 - $55,000