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ALKEME Insurance · 16 hours ago

Commercial Lines Account Manager

Marion, IA

Full-time

Onsite

Mid Level

3+ years exp

ALKEME Insurance is seeking a Commercial Lines Account Manager who will support Sales Executives and assist clients with service needs. The role involves servicing clients, managing account changes, and ensuring adherence to the agency's quality and service standards.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Hiring Manager

Bryan Krajeski

Responsibilities

Provide technical support to Sales Executives/Account Executives in analyzing client needs

Occasionally accompany Sales Executives/Account Executives on prospect and client meetings

Complete applications in coordination with Sales Executives/Account Executives, submit applications to eligible carriers, and follow up to ensure timely quotations

Order and issue binders, certificates, policies, endorsements, and related items; verify accuracy and forward to clients with appropriate correspondence

Determine billing method (direct or agency) and invoice accordingly

Prepare summaries of insurance, schedules, and proposals

Review audits of policies, verify accuracy, and facilitate corrections between client and carrier as needed

Process incoming mail and phone requests, responding promptly within company guidelines

Handle cancellation requests, attempt to retain accounts, and process carrier notifications to ensure timely resolution

Assist clients in submitting first claims and follow up on claims status according to agency procedures

Maintain accurate and current information in the Applied EPIC system

Set priorities and manage workflow to ensure efficient and accurate processing of responsibilities

Stay informed on industry developments, new products, legislation, coverages, and technology

Communicate effectively and cooperatively to support agency business goals. Maintain professional and effective relationships with clients, co-workers, vendors, and other business contacts

Qualification

Property & Casualty LicenseInsurance KnowledgeClient CommunicationComplex Task ManagementTeam Collaboration

Required

College degree with a minimum of 3 years insurance experience, or a minimum of 5 years insurance experience

Valid Property & Casualty Broker-Agent license required

Strong knowledge of insurance products, coverages, and markets

Ability to communicate effectively, verbally and in writing, to explain complex issues and interpret information

Ability to perform complex tasks with multiple variables

Company

ALKEME Insurance

ALKEME is a full-service insurance agency providing businesses and individuals with an extensive array of commercial and personal insurance, employee and executive benefits, retirement and wealth management services.

Founded in 2020

Ladera Ranch, California, USA

1001-5000 employees