Red Cedar Insurance Agency · 2 days ago
Commercial Lines Insurance Account Manager
United States
Full-time
Remote
Mid Level
$60K/yr - $90K/yr
3+ years exp
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Responsibilities
Make sure all certificate requirements are carefully reviewed before creating and sending certificates.
Bind policies.
Create proposals.
Perform coverage reviews.
Quote commercial auto, work comp, property, bops, IM, and E&S carriers.
Help review clients’ audits to ensure accuracy.
Claim and billing assistance.
Create new and renewal submissions accurately.
Invoicing and transacting.
Creating reports.
Maintaining appropriate service timelines on open activities.
Call underwriters to problem solve and classify business, as well as to follow up on submissions.
Promote and maintain positive relationships with clients and carriers.
Provide backup coverage for other account managers.
Answer/Manage emails, phones, and activities in agency management software (Epic).
Assist with overall client/account retention and servicing.
Qualification
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Required
MUST be P&C licensed.
MUST have 3+ years of commercial lines insurance experience.
MUST have Applied Epic Agency Software Experience
Experience with Word, Excel, PowerPoint, Teams and Outlook.
Strong attention to detail.
Follows assigned workflows, willing to consult written workflows to complete tasks.
Positive attitude.
Capable of taking constructive feedback.
Self-motivated and organized.
Desire to please customers.
Reliable/Dependable.
Excellent verbal and written communicator.
Strong problem solving/critical thinking skills.
Have excellent time management skills.
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Work from home
Company
Red Cedar Insurance Agency
Red Cedar Insurance Agency offers services covering business insurance, risk management, surety bonds, and employee benefits.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Chris Larmore
CEO
Company data provided by crunchbase
