Senior Account Manager, Commercial Insurance

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

📋 Description

• Efficiently and independently oversee customer service responsibilities for a designated portfolio.

• Support the producer in crafting a service plan for significant accounts.

• Handle the renewal process in alignment with agency protocols.

• Negotiate the most favorable renewal terms and conditions for the client.

• Complete account servicing tasks, which include preparing proposals and issuing certificates.

• Timely invoice all premium-related transactions.

• Review policies upon receipt following agency guidelines.

• Swiftly address customers' inquiries and requests for support.

• Relay all essential information to producers, clients, carriers, and agency team members.

• Maintain the electronic account file and fully integrate the agency management system into daily operations.

• Conduct quality reviews as requested by management.

• Engage with and foster effective working relationships with clients and representatives from insurance companies.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Valid Driver's License.

• Resident Property and Casualty Agent's license.

• 6 years of experience as a Commercial Account Manager or 4 years with a CIC or CISR designation.

• Demonstrated ability to effectively service complex accounts generating over $15,000 in revenue.

• Commitment to pursuing advanced education in insurance.

• Exceptional verbal and written communication abilities.

• Strong organizational and decision-making capabilities.

• Proficiency in Microsoft Office applications (Outlook, Word, Excel, Teams) and all agency automation tools.

• Experience with Applied Epic is preferred.

• Familiarity with departmental workflows and procedures.

• Regular and consistent attendance is required.

• Ability to build and maintain effective working relationships with both company personnel and external contacts.

🏝️ Benefits

• Time back in your day.

• Flexible scheduling options, including the possibility of working from home.

• Paid time off.

• Enjoyable working atmosphere.

• Tuition reimbursement.

• Opportunities for growth and development.

• Health, dental, vision, and HSA with employer contributions.

• 401k plan.

• Employer-covered short-term and long-term disability insurance.

• Life insurance coverage.

• Dress for your day – bring your authentic self to work.

• Mental health support and resources available through the EAP program.

• Fitness classes offered for remote employees.

• Access to the Omaha in-office gym.