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About the role
Key responsibilities & impact- Provide excellent customer service to policyholders and prospects by answering inquiries, resolving issues, and offering solutions
- Assist clients with coverage changes in an automated environment
- Determine billing appropriateness and invoice accordingly
- Review entire account with each client contact
- Educate clients about policy coverage and changes
- Provide technical support to Producers
- Obtain client signatures on applications and ensure timely receipt of quotations and policies
- Manage clients' needs by producing binders, certificates, policies, endorsements, and verifying their accuracy
- Prepare summaries of insurance and maintain electronic and client activity files
- Verify policy and policy change information and facilitate corrections
- Process incoming mail requests and verify accuracy of direct billed cancellations
- Use agency credit and collection policy in invoicing and pursuing payments
Requirements
What you’ll need- 3+ years Commercial Lines Account Manager experience
- 5+ years experience preferred
- Must have an active P&C License
- Experience using Applied Epic strongly preferred
- Comfortable with on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicebillingtechnical supportpolicy managementinsurance summariesinvoicingpolicy verificationaccount managementcoverage changescollections
Soft Skills
problem solvingcommunicationcollaborationteam leadershipclient educationattention to detailorganizational skillsinterpersonal skillstime managementcross-functional partnership
Certifications
P&C License
