Account Manager – Property & Casualty

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Act as the main point of contact for a designated portfolio of Select Business commercial insurance accounts.

• Oversee daily service requirements, which include policy modifications, endorsements, insurance certificates, billing inquiries, audits, claims support, and coverage inquiries.

• Engage in proactive account management efforts to bolster client retention and satisfaction.

• Facilitate renewals, collect underwriting information, market accounts, prepare renewal proposals, and discuss coverage options with clients.

• Provide guidance to clients regarding commercial insurance coverages and risk management strategies.

• Establish and nurture relationships with clients, carriers, underwriters, and internal team members.

• Respond to client inquiries accurately and efficiently, adhering to service standards and timelines.

• Review insurance policies and endorsements, conveying coverage specifics to clients.

• Detect coverage gaps and refer opportunities for supplementary insurance products and services to Producers.

• Maintain precise client records within the agency management system and carrier platforms.

• Aid in claims reporting and coordination.

• Keep an eye on market conditions, shifts in carrier appetite, industry trends, and pertinent insurance products.

• Ensure adherence to agency procedures, carrier requirements, and regulatory standards.

• Collaborate with Producers and service team members to ensure a positive client experience.

• Undertake additional responsibilities as assigned.

⛳️ Requirements

• High School Diploma or GED is mandatory.

• 3 to 5 years of customer service experience within the insurance sector is essential.

• Must hold current necessary licenses and certifications pertinent to the area of expertise.

• Exhibits strong verbal and written communication skills across all organizational levels, both internally and externally.

• Demonstrates effective customer service abilities.

• Proficient in the use of relevant technology.

• Capable of working in both team settings and independently.

• Must be willing to travel based on client and business requirements.

• Active Property & Casualty Insurance License is required or the ability to obtain it within a specified timeframe.

• Experience in servicing small business commercial insurance accounts.

• Familiarity with commercial insurance coverages.

• Exceptional organizational skills with the capacity to manage a high-volume portfolio and multiple responsibilities.

• Strong attention to detail and a commitment to accuracy.

• Proficient in Microsoft Office Suite and CRM technologies.

🏝️ Benefits

• Comprehensive health insurance plans.

• Retirement savings options with company matching.

• Professional development and training opportunities.