Commercial Account Manager

Summary:
Join an Insurance Agency that is dedicated to exceptional service, trusted client relationships, and a dynamic, team-focused culture. Our client has become a premier nationwide provider of insurance and risk management solutions, known for our personalized approach and cost-effective strategies.
We prioritize a supportive workplace that promotes creativity, responsiveness, and professional development, where every employee feels valued and empowered.

Why Work with Us:

• Career Growth: Start building a meaningful career with regular above-average raises, annual performance bonuses, and opportunities for professional advancement, your growth is our priority. We offer educational assistance with 100% reimbursement for approved job-related courses and a bonus program for earning professional designations.
• Comprehensive Benefits: Competitive salary, generous PTO, full health coverage, company-paid disability insurance, and a 401(k) with matching.
  • Health Insurance: Eligibility immediately upon hire.
  • 401k: Eligibility is 60 days after hire with a 5% match
  • PTO: Starting at 4 weeks
  • Holiday Schedule: Currently observing 18 paid Holidays (subject to change annually)
• Make a Difference: Help businesses and families succeed by guiding them confidently through their insurance needs.
• Flexible Hybrid Schedule: Enjoy a balanced work environment with three in-office days each week, including a designated team day on Wednesdays. Plus, with a rotating schedule, you'll experience variety and flexibility.

About the Role: Commercial Account Manager (P&C):We are seeking a licensed Commercial Account Manager with expertise in Property & Casualty (P&C) and Captive Insurance to join our team. In this role, you'll play a critical part in maintaining client relationships, ensuring they receive top-quality service, and supporting our team's continued success.
What We're Looking For:

• Licensed Professional: Utah Property & Casualty insurance license with at least 3-5 years of experience in commercial insurance.
• Client-Focused Communicator: Exceptional communication and problem-solving skills.
• Tech-Savvy: Proficiency in Microsoft Office and the ability to learn new software quickly.
• Committed to Growth: You value personal and professional development, aligning with our culture of continuous improvement.

What You'll Do:

• Proactively manage client service needs, including quoting, binding, endorsements, and renewal processing.
• Coordinate effectively with underwriters, marketing reps, and clients to ensure smooth operations.
• Be a strategic partner with producers on new and renewal business, support client renewal meetings, and review policy terms.
• Oversee client accounts, including Loss Runs, audits, endorsements, and invoicing.
• Ensure policy accuracy with thorough checking, endorsements, and Certificates of Insurance review.
• Maintain comprehensive records of client interactions and actions in the management system.
• Collaborate with the team by training and coaching staff as needed.
• Provide proactive solutions to enhance client experience and retention.
• Use cutting-edge tools like EPIC, Indio, CSR24, Zywave, DocuSign, and Reference Connect to deliver efficient, client-centered service.

•Perform other related duties as required and assigned.

Knowledge, Skills, and Abilities:

• Solid understanding of Property & Casualty insurance lines (Property, Liability, Auto, Workers Comp, Excess/Umbrella)
• Experience managing Captive accounts is a plus
• Professionalism in appearance and communication
• Strong communication and problem-solving skills
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and adaptable to new software
• Commitment to company values and teamwork in a fast-paced environment