Commercial Insurance Account Manager

Job Summary

Seeking a dedicated and customer-focused Commercial Insurance Account Manager to join a team. This role offers the opportunity to manage a diverse portfolio of commercial insurance accounts, providing exceptional service to valued clients. If you are passionate about insurance, have a knack for customer service, and are looking for a supportive and collaborative work environment, we encourage you to apply.

Compensation Package

• Salary Range: $45,000 - $60,000 annually, based on experience.
• Incentives: 20% commission on new business.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business valued at $1M - $1.5M, depending on experience.
• Provide exceptional customer service, including handling inquiries, processing requests, and resolving issues.
• Handle standard CSR duties such as certificates, payments, and policy changes.
• Quote and process renewals (90%) and new business (10%).
• Support inbound sales leads; cold calling is optional but not required.
• Utilize Applied Epic software for account management and documentation.

Qualifications/Requirements

• Experience: Minimum of 1 year in customer service or insurance-related roles.
• Licensing: Insurance license preferred; support for obtaining licensure available for the right candidate.
• Technical Skills: Proficiency with Applied Epic software is a plus.
• Soft Skills: Strong interpersonal skills, customer-focused mindset, attention to detail, and the ability to work collaboratively.
• Flexibility: Willingness to attend in-office training and meetings as needed.

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