Risk Cooperative ยท 1 day ago
Account Manager - Commercial Lines
Howard Eales is a partner company in one of the largest independent brokerages in the region, providing high-quality insurance with exceptional customer service. The Account Manager will focus on servicing commercial lines insurance, managing client accounts, and providing day-to-day support to clients.
AdviceFinancial ServicesInsurance
Responsibilities
Manage a portfolio of commercial client accounts and renewals
Serve as a first point of contact by answering phones and providing customer support
Prepare proposals, endorsements, and policy documentation
Provide day-to-day client support, including coverage questions, certificates, and billing inquiries
Act as liaison between clients and insurance carriers to resolve service and claims issues
Troubleshoot billing and service-related issues
Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems
Prepare reports for management as required
Attend industry related continuing education training and courses
Collaborate and support colleagues as needed
Perform other duties and projects as assigned
Qualification
Required
Have 2+ years Commercial Insurance experience, Automobile experience a plus
Have 1-2 years account management or relationship management experience in insurance
Have a current P&C insurance license (required)
Hands-on experience with an agency management system, Applied Epic preferred
Bring a strong knowledge Microsoft Office Suite (Teams, Word, Outlook, Excel, and PowerPoint)
Are comfortable with a hybrid work schedule including at least two days in the office
Are authorized to work in the United States
Have strong analytical, problem-solving, and decision-making skills
Are known for your exceptional customer service, communication, multitasking, and organizational skills
Preferred
Hands-on experience with an agency management system, Applied Epic preferred
Benefits
Health, dental, vision and disability insurance
Paid time off
Holiday pay
Flexible schedule
401(k) matching
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Supportive teammates
A rewarding work environment
Company
Risk Cooperative
Risk Cooperative, is a specialized strategy, risk and insurance advisory firm.
Funding
Current Stage
Early StageLeadership Team
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