Commercial Account Manager - Small Business
New
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EPIC Insurance Brokers & ConsultantsInsurance brokerage
Remote US Based; US Remote-based Midwest.Full-TimeManager
Salary28 - 33 USD per hour
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Job Details
- Experience
- 2 (two) or more years experience in mid-size brokerage or carrier.
- Required Skills
- Microsoft ExcelMicrosoft Office
Requirements
- Have a high school diploma or GED; a college degree is preferred.
- Have 2 or more years of experience in a mid-size brokerage or carrier.
- Hold a Fire and Casualty Broker License.
- Hold a valid driver license.
- Have working knowledge of Microsoft Office applications, including word processing, spreadsheets, databases, and presentation software.
- Have full knowledge of Property Casualty lines of coverage and services.
- Have experience with Agency Management Systems, rating procedures, coverages, and industry operations.
- Demonstrate strong written and oral interpersonal communication skills.
- Manage competing tasks and priorities in a fast-paced environment.
Responsibilities
- Process applications, policies, endorsements, binders, certificates, audits, and other client-service items accurately and on time.
- Answer client questions about policy coverage, exclusions, insurance needs, and coverage changes.
- Conduct renewal work, including exposure analysis, market comparisons, quote evaluation, proposal preparation, and binder review.
- Coordinate with Producers, Account Executives, and clients on renewal and marketing strategy.
- Negotiate premiums and commissions with underwriters and wholesalers.
- Prepare presentations and proposals and provide technical support during the sales process.
- Maintain client files, workflow documentation, billing, and monthly expirations.
- Build and maintain client relationships through timely communication and issue resolution.
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