Commercial Insurance Account Manager

• 1+ years experience in a Commercial Insurance (CI) Account Management or Sales role
• Have an active license in Property and Casualty (P&C) in at least one state
• Proficient in Microsoft Office suite of products specifically Word, Excel and Outlook
• Remote or Hybrid options 
  • If offered Remote, at least once per quarter in the DC office
  • If offered Hybrid, at least two days in the DC office per week
• Legal authorization to work in the United States 

• Serve as a partner, client contact and respond to their needs in a timely and professional manner to improve the client experience
• Resolve billing issues, make policy changes, issue certificates of insurance while using multiple systems, agency standards and workflows
• Manage the renewal process to include submissions of policy applications, obtaining quotations, checking policies for accuracy, agency bill invoicing, review of renewal terms and conditions
• Ensure maximum retention of assigned accounts and keep accurate and detailed records of lost accounts
• Understand and adapt to the uniquely combined carrier and agency mentality of our business model
• Maintain up to date account status of activities, booked, and to-be booked policies to provide management on a weekly basis
• Respond to client inquiries via phone, email, and in-person meetings while demonstrating the highest level of client service and professionalism
• Partner with Commercial Insurance Sales Executives and Business Developers to provide organizational and technical support
• Complete monthly, quarterly, or annual audits in a timely fashion per the terms set forth by underwriting (policy specific)
• Visually participate in client meetings and attend to client needs on camera, depending on the client and Insurance Producer these meetings are mainly for renewal meetings, general touchpoints, normally producer lead and provide support as an Account Manager
• Manage all endorsement processing and claims facilitation as needed, ie. submit health insurance census changes to carrier, add and remove auto policies, determining coverage gaps through contract reviews, and any other type of account managing in the Commercial Insurance department
• Provide high-level service to clients using a consultative approach and relationship building such as client visits, timely inquiry responses, utilization of product knowledge, and participation in client meetings
• Utilize and maintain the agency management systems per the department’s Standard Operating Procedures (SOP) to provide an excellent client experience and prevent Error and Omission (E&O) incidents
• Travel both domestically and internationally when needed
• Maintain your Property & Casualty (P&C) and if needed Life and Health (L&H) in at least one state with the willingness to be licensed in other states as needed for compliance purposes (paid by Clements Worldwide)
• Follow established protocols and policies established by your department, Human Resources or any department in which guidelines must be met
• Other duties and responsibilities may be assigned depending on department need and growth 

• Immediate eligibility for health, dental, vision, and prescription care
• 2-weeks paid time off available after 90 days
• Unplanned sick days or days of absence
• Four weeks paid parental leave option after 6-months
• 2-3 personal paid holidays
• 11 paid company paid holidays
• 401K starts day one, up to 5% match after one year, vesting 20% annually
• "Dress for Your Day" dress code
• Education assistance, job-related courses 100% paid offered after 6-months
• Stock Option Plan - Gallagher stock 5% discount options after 90 days
• Life insurance: 1.5 times your annual salary
• Short-term and long-term disability insurance presented after 90 days
• Medical - FSA, Parking, Transit and Commuter benefit plans
• HSA or HCA pretax options dependent on chosen health plan
• Discounts on home, car, pet, rental, computer, travel, and other insurance plans

Clements Worldwide is the leading provider of insurance solutions for expatriates and international organizations. Founded in 1947, Clements offers worldwide car, property, life and health, and specialty and high risk insurance to clients in more than 170 countries. Our dedicated staffs in Washington, DC, London, and Dubai are committed to providing superior customer service and claims response.Company HistoryIn 1947, Robert Clements and M. Juanita Guess-Clements founded a domestic insurance business. While she and her husband managed Clements & Company, Guess also worked at the U.S. State Department. One day, she referred her husband to a colleague who needed life insurance and happened to manage the U.S. State Department's claims office. After purchasing a policy from Clements, the happy client remarked, "If only you could help me with all this!" as he pointed to the insurmountable pile of claims in his office submitted by U.S. Foreign Service officers. At the time, not a single company provided international personal insurance products and Clements immediately realized the potential.The Washington, DC-based firm's proximity to the U.S. State Department and Foreign Service headquarters positioned Clements to quickly become the preferred provider of personal property and auto insurance to government personnel living and working abroad.In the late 1970s, under Guess' direction, the company began addressing the needs of expatriate clients outside the Foreign Service. By 1981, when the founders' son, Jon B. Clements, joined the firm, Clements had become a thriving agency. To reflect its growth as a global brand, the company changed its name to Clements International in 2001. In 2011, the company underwent a brand transformation and became Clements Worldwide to better reflect its organizational and strategic goals.Today, Jon is CEO and Chairman of Clements Worldwide, and with the support of his leadership team, he continues to guide the company with the same entrepreneurial spirit of his beloved parents.