Blue Ridge Risk Partners · 19 hours ago
Commercial Insurance Account Manager
Blue Ridge Risk Partners is seeking a Small Commercial Lines Account Manager to assist the Client Relationship Manager with maintaining client policies through effective communication and collaboration. The role involves managing policy updates, providing client support, and ensuring efficient processing of transactions while adhering to quality standards.
ConsultingEmployee BenefitsFinancial ServicesInsurancePersonal Finance
Responsibilities
Assists the Client Relationship Manager with policy management including agency management system audits and marketing of accounts
Communicates with carriers on renewals, endorsement requests, and any additional policy updates
Provides clients support by responding to payment inquiries, addressing policy concerns and finalizing policy documents
Develops reports including detailed statement of values and sets up certificate of insurance templates in the agency management system
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency
Actively seek ways to improve client service and communicate ideas for improved client service to superior positions
Comply with departmental reporting requirements
Qualification
Required
Property & Casualty License required
Minimum of two (2) years large commercial account experience required
Ability to communicate orally and in writing with others, to explain insurance issues, to receive and interpret complex information, and respond appropriately
Knowledge of insurance products, markets, and underwriting procedures
Ability to function well in a fast-paced and at times stressful environment
Excellent interpersonal and customer service skills
Excellent organizational skills, attention to detail, and time management skills with a proven ability to meet deadlines and multi-task
Proficient with Microsoft Office Suite or related software
Preferred
Location: Any West Virginia Office (Morgantown, WV or Oak Hill, WV preferred)
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Company
Blue Ridge Risk Partners
Blue Ridge Risk Partners provides auto, home, life, recreational vehicle, aviation, construction, agriculture, and manufacturing insurance.
Funding
Current Stage
Growth StageLeadership Team
James Lively
Co-founder and Executive Chairman
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