PDCM Insurance · 5 hours ago
Commercial Lines Account Manager
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FinanceFinancial Services
No H1B
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Responsibilities
Markets client's accounts to negotiate and secure the most appropriate insurance coverage based upon clients’ needs for both new and renewal business.
Oversees clients’ accounts by responding to inquiries, explaining coverages and premiums, informing of policy or billing changes, and facilitating the claims process between clients and the adjuster.
Maintains great working relationships with multiple insurance carriers to obtain quotes, binders, endorsements, etc.
Researches and resolves all moderate and complex customer service problems relating to coverage issues, billing discrepancies, etc. in a timely manner.
Maintains accurate and up-to-date account and policy information in the Agency Management System, while maintaining a current suspense, reviewing insurance policies and endorsements for accuracy, reviewing contracts and special certificates of insurance requests for compliance and responding to the insured.
Maintains industry knowledge of developing trends regarding carrier underwriting appetite and pricing changes.
Qualification
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Required
3-5 years Commercial Lines Small Business Account Management experience.
Active Connecticut Property & Casualty License.
High-level of interpersonal skills with a client-service mind-set.
Well organized and detail-oriented.
Quick learner that thrives in a fast-paced environment.
Problem solving and analytical skills, with a solutions driven mindset.
Excellent communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
A passion for being part of a team that drives our company to industry leadership
Authorized to work in the U.S. without sponsorship
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)
Company
PDCM Insurance
PDCM Insurance is an online resource where users can browse insurance options and select plans that are beneficial to them.
Funding
Current Stage
Growth StageLeadership Team
M
Mac McCausland
CPCU Partner
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