The Mid-State Group ยท 1 day ago
Insurance Account Manager Commercial Lines
United States
Full-time
Remote
Entry Level
$60K/yr - $70K/yr
1+ years expThe Mid-State Group is seeking a Commercial Insurance Account Manager to manage client relationships and ensure exceptional service with various types of commercial insurance programs. The role involves handling business insurance accounts, providing customer service, processing policies and claims, and maintaining detailed records.
FamilyFinancial ExchangesInsuranceWellness
Responsibilities
Manage a variety of business insurance accounts such as Work Comp, Business Liability, Business Auto etc. for employers ranging from 2-500 employees
Provide excellent customer service via email, telephone, or zoom on all business insurance matters in order to obtain 100% client retention
Address and abate escalated issues that arise from customer claims, renewal increases etc
Counsel clients and employees on complex billing questions
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers
Process and record new insurance policies and claims, create Certificates of Insurance for clients
Process and prepare existing client renewals 45 days prior to their renewal date
Correspond with insured or producer to obtain information or inform them account status or changes
Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled
Modify, update, and process existing policies and claims to reflect any changes
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met
Qualification
Required
Manage a variety of business insurance accounts such as Work Comp, Business Liability, Business Auto etc. for employers ranging from 2-500 employees
Provide excellent customer service via email, telephone, or zoom on all business insurance matters in order to obtain 100% client retention
Address and abate escalated issues that arise from customer claims, renewal increases etc
Counsel clients and employees on complex billing questions
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers
Process and record new insurance policies and claims, create Certificates of Insurance for clients
Process and prepare existing client renewals 45 days prior to their renewal date
Correspond with insured or producer to obtain information or inform them account status or changes
Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled
Modify, update, and process existing policies and claims to reflect any changes
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met
Relationship Building - Ability to effectively build relationships with customers and co-workers
Time Management - Ability to utilize the available time to organize and complete work within given deadlines
Accountability - Ability to accept responsibility and account for his/her actions
Ambition - The drive to achieve personal advancement
Communication, Oral - Ability to communicate effectively with others using the spoken word
Communication, Written - Ability to communicate in writing clearly and concisely
Detail Oriented - Ability to pay attention to the minute details of a project or task
Goal Oriented - Ability to focus on a goal and obtain a pre-determined result
Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace
Judgment - The ability to formulate a sound decision using the available information
Organized - Possessing the trait of being organized or following a systematic method of performing a task
Self Confident - The trait of being comfortable in making decisions for oneself
Sales Ability - Ability to use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea
Self Motivated - Ability to be internally inspired to perform a task to the best of one's ability using his or her own drive or initiative
Education: HS Diploma or equivalent
Experience: One to two years related COMMERCIAL INSURANCE experience
Computer Skills: Must be proficient in Microsoft Word, Excel, and have the ability to learn other computer programs quickly
Preferred
Experience working in agency management Applied EPIC
Applied EPIC experience preferred
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
The Mid-State Group
The Mid-State Group is a premier risk management agency and trusted Virginia insurance, human resource, safety, wellness, leadership and financial partner.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ronny Michelle Smith (Dixon)
Partner and Managing Principal/Senior Corporate Benefits Strategist - Virginia and Florida Regions
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