Description & Requirements:

The Commercial Account Manager will primarily be responsible for retaining, developing, and serving a book of commercial accounts by being a proactive, consultative advisor and focusing on the customer experience. In addition to being proactive, they’ll ensure the customers’ reactive needs are met quickly and accurately. Must be P&C Licensed with commercial experience or strong B2B experience. This position must be able to work independently and be technologically proficient. May include occasional travel. Hybrid potential depending on experience.

Compensation:

• Salary: $45,000 – $65,000 annually
• Retention Bonus
• Team/Individual bonus and profit-sharing potential          

Key Result Areas:

• 0 – E&O Claims
• + Book Growth Based on Annual Goal Setting
• 92% Policy Retention and 94% Premium Retention
• Average 3 lines of coverage per customer
• Promote the agency’s T.E.A.M. values, vision, mission, culture, and goals

Duties:            

• SALES
  • Reactively add new lines of business as needed to current customers
  • Recommend relevant new lines of coverage at renewal
  • May occasionally Quote/Close new accounts
  • Bonds as needed
• RETENTION
  • Manage the client’s renewal, facilitate flow of information to ensure timely renewal proposal
  • Deliver policies either in person or digitally – using agency branded presentation:
    • Reviewing limits and customers’ information
    • Highlighting a coverage and doing an education component
    • Recommend a coverage enhancement or addition
  • Re-market customer’s accounts if needed with other carriers
  • Reactively trouble shoot larger issues
  • Walk through large/unique claims with the customer and ensure company handles well
  • Connect clients with carriers’ risk management tools and resources
• Follow policies/procedures/workflows to ensure proper documentation and client database management
• Assist partners with niche specific projects as needed

Description & Requirements:

Frontline customer experience! The positive and upbeat personality that quarterbacks getting customers what/where they need quickly. Bachelor’s degree and insurance licensed is preferred. Must be comfortable on the phone while multitasking and maintaining a warm and friendly attitude. An attention to detail is important with the ability to learn/use technology efficiently.

Compensation:

• Salary: $32,000 – $48,000 annually (3/4 or part-time may be available)
• Team/Individual bonus and profit-sharing potential
• Flex PTO, Medical Insurance, 401(k)

Key Result Areas:

• Will have individual and team goals
• Contributes to growth by providing a smooth customer experience and supporting the TEAM
• Promote the agency’s T.E.A.M. values, vision, 3E Value Prop, culture, and goals

Duties:            

• DIRECTOR of FIRST IMPRESSIONS
  • Live answering phones – triage and quarterback where people need to get to while answering basic questions/troubleshooting issues
  • Field initial claims calls, sympathizing, confirming everyone is ok and reassure we are on it, while setting up in system or referring to agent if needed
  • Manage general agency “info” / “service” email inboxes and handle/distribute accordingly
  • Welcoming clients and guests in office
  • Responsible for keeping office appearance presentable/professional
    • Keep coffee, drinks, snacks stocked
  • Assist with client gifts, thank you cards, etc.
  • Assist with onboarding and directing clients to appropriate agency/carrier portals
• OPERATIONS
  • Client database maintenance/clean-up projects
  • Pay vendors / invoices and perform basic bookkeeping tasks, deposit checks
  • Office admin: mail, supplies, etc.
  • Follow up on billing / payments / cancellations
• ASSIST PARTNERS
  • Calendar maintenance and management
  • Booking travel/meetings/reservations
  • Help set up/facilitate team meetings, lunches, outings and events
  • Take meeting notes and summarize/follow up for action items
• PROJECTS
  • Administrative, data entry, and operations projects as needed