What are the responsibilities and job description for the Commercial Lines Insurance Account Manager position at Worthy Insurance Group, LLC?
Job Description
Job Description
Benefits :
401(k) matching
Company parties
Competitive salary
Dental insurance
Health insurance
Paid time off
Vision insurance
Parental leave
Account Manager
Worthy Insurance Group, a national Property & Casualty Insurance Brokerage with locations in Skokie, IL Okemos, MI and Lakewood, NJ is looking for an Account Manager. Excellent customer service, organization, and problem-solving skills a must!
Key Responsibilities
Assist with preparing proposals and applications, submit to insureds and carriers; follow up to ensure timely responses.
Process new business, renew and re-market accounts 120 days in advance.
Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
Provide consistent, accurate and timely communication to clients through verbal and written correspondence.
Maintain client files in EPIC accurately and consistently documenting conversations, sending confirmations to clients and ensure Activity Report is updated during or immediately after the discussion with the client
Assist clients in making appropriate coverage changes; inform and educate clients about coverages, exclusions, exposures and audits, and document electronic file accordingly.
Qualifications
Preferred
College Degree OR equivalent work experience
3 years of Property & Casualty Insurance experience
Property & Casualty agency management system (Applied Epic)
Required
Proficient with computers and standard Microsoft software packages
Excellent oral and written communication
Creative problem-solving skills
Exceptional time management and attention to detail
IL / MI Property & Casualty license OR ability to pass the exam within 30 days of hire
Worthy employees enjoy :
Generous PTO
401k with company match
Health, Dental, and Vision Insurance
Gym Membership
Insurance education bonus program
Nationwide travel for client and prospect visits
Paid Time Off for Volunteering
Who We Are :
Worthy Insurance focuses on providing creative insurance solutions to the healthcare, social service, and real estate industries. Taking care of people and their businesses while protecting their livelihoods and assets is at the core of what we do. Worthy empowers our employees to grow with personal and professional development opportunities. We work hard, but we love to have fun!
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