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SalaryRisk Consulting Partners, a RCP Alera Group LLC, is seeking a Client Service Account Manager - Commercial Lines to join their Property & Casualty team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
Risk Consulting Partners help clients identify, understand and best manage risk to achieve their long-term goals. Our team of highly experienced consultants custom-tailor solutions to meet the insurance and financial planning needs of your business. We have the awareness, access, and influence with the industry’s top leading providers to better serve you.
The Client Service Account Manager will support the Account Executives and Producers in all aspects of client service. They will work as part of the team to provide seamless client service & quality work product.
- Work with AE on renewals per due dates included on renewal timeline
- Request renewal requirements from carrier for all lines of coverage and follow up until received
- Work with AE and client to complete renewal applications and exposure updates through Indio
- Revise Acord applications per updated exposures and create master marketing submission, when needed
- In conjunction with AE, review quotes upon receipt and check against exposures
- Request policy changes and update EPIC accordingly
- Review Carrier Binders for accuracy against final quotes and/or exposures. If not provided by carrier, generate binders (from epic)
- Review contracts for compliance with certificates, leases, etc. – including obtaining quotes for additional coverages or limits, if required
- Deliver policies to insured
- Review completed policy validation forms. If necessary, send correction request to carrier
- Provide feedback from client to AE and/or producer as needed and as applicable
- Generate proposal (from epic)
- Prepare master COI/EOP for AE approval
- Request finance options
- Prepare and generate all agency bill invoices (from epic)
- Send binders and invoices to insured
- Prepare Premium allocations at the direction of the AE and forward to AE for review
- Respond to coverage questions from client in a timely fashion and refer to AE as needed
- Prepare Summary of Insurance / Claims in a timely manner
- Process premium audits/check for accuracy within 5 days of receipt
- Other duties as assigned
Qualifications:
- Bachelor’s degree preferred
- 1-3 Years prior professional experience in Commercial Insurance service with a record of providing an exceptional experience
- Licensed in Property & Casualty Insurance in the state of MO or obtain within 90 days of employment
- Exceptional presentation skills, including verbal and written communication
- Strong analytical, judgment, and decision-making skills
- Proficient in MS Office Suite
- Working knowledge of EPIC a plus
- Hybrid if in St. Louis. Open to remote candidates outside of St. Louis
We offer a competitive salary range of $50,000 to $80,000 annually, depending on experience.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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