Field Marketing Manager

The Commercial Lines Account Manager performs the essential functions of the position, which include aiding the Sales Executive / Account Executive, as well as clients with service needs and making changes to existing accounts. This position requires specific service and marketing responsibilities, including, but not limited to service and sales delivery standards, and performing essential duties while upholding the quality and service standards developed by this agency.Please Note : This position must be hybrid out of the Wheeling, Illinois office (not a 100% remote position).The position will pay in the $85,000-$95,000 per year plus benefits (depending on the person’s experience and skills).Duties / Responsibilities : Servicing / Customer Service —Provide technical support to Sales Executive / Account Executive specifically in analyzing client needs.Occasionally accompany Sales Executive / Account Executive on prospect and client meetings.Complete applications in coordination with Sales Executive / Account Executive, submit applications to eligible and appropriate carriers; follow up to ensure timely receipt of quotations on new and renewal business according to agency procedures.Order and issue binders, certificates, policies, endorsements, and other related items, verify their accuracy, and forward them to clients with appropriate correspondence.Determine if direct or agency billing is appropriate and invoice accordingly.Prepare summaries of insurance, schedules, and proposals.Review audits of policies, verify accuracy, and facilitate corrections as needed between client and carrier.Process incoming mail and phone requests, responding promptly and appropriately within company guidelines.Use agency credit and collection policy in invoicing and pursuing prompt payments.Determine reasons for requests for cancellations, act to save accounts, and notify Sales Executive / Account Executive.Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution; maintain agency financial equity whenever possible.Assist clients in submitting first claims, facilitate prompt response from carrier staff, and follow up on claims status according to agency procedures.Identify exposure to loss and recommend appropriate coverages in coordination with Sales Executive / Account Executive.Online rating of quotes.Order loss runs and keep the loss run card updated.Maintain accurate and current detailed information in the Applied EPIC system.Personal and Organizational Development : Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.Stay informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.Utilize good communication skills, cooperate purposefully, and provide information and guidance, as needed, to achieve the business goals of the agency.Maintain professional, cordial, and effective relationships with clients, co-workers, vendors, and other business contacts.Requirements : Required Skills / Abilities —College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.Must hold a valid Property Casualty Broker-Agent license.Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.Knowledge of insurance products and usages.Knowledge of insurance markets and reference to markets.Ability to carry out complex tasks with many concrete and abstract variables.Physical Requirements : Prolonged periods of sitting at a desk and working on a computer.Must be able to pull or lift up to 15 pounds at times.Compensation : This position will pay in the $85,000-$95,000 range plus benefits (depending upon experience, skill level, etc.).#J-18808-Ljbffr

Salary : $85,000 - $95,000