Address
Form of workCOMMERCIAL LINES ACCOUNT MANAGER
The Commercial Lines Account Manager role provides customer service by supporting both Agency clients, peer Account Managers and Account Executives on existing and new accounts. The Account Manager focuses on the customer service side of the insurance sales cycle, they manage and nurture customer relationships, and lead most client communications. Their responsibilities include responding to customer inquiries, explaining coverage and premiums, informing clients on any policy or billing changes, and facilitating the claims process between clients and the adjuster. Account managers work closely with the rest of the team to enable ongoing and future sales or renewals.
Qualifications:
The ideal candidate must have high integrity, be a self- motivated, adaptable, and energetic person who is able to provide exceptional customer service in a fast paced, team atmosphere. Must have prior COMMERCIAL LINES industry experience.
-Hybrid Schedule 3 days in the office (Palatine, IL) / 2 days remote
- A minimum of 3 years prior Account Manager and Insurance experience is required
- Prior Applied EPIC experience is essential
- A Valid insurance license in Commercial Lines Property and Casualty Insurance is required
Required Skills:Must be detailed and organized. Meet deadlines and prioritize workloads. Highly motivated team player, high degree of integrity, trustworthy, self-discipline, motivated and take initiative. A friendly, outgoing personality with a good work ethic. Excellent verbal and written communication skills. Effective communication skills to handle complaints, actively listen, ask pertinent questions, negotiate, and clearly explain insurance coverages Strong follow-up and problem-solving skills
Duties:The goal of this position is to be a customer service champion for policyholders, providing and maintaining a best-in-class customer service "brand" that has been part of our Agency's DNA for over 90 years. Consult with clients and Account Executives to help process quotes and issue renewals or any updates needed on current policies Assist with collecting of new business and renewal data for quoting/marketing purposes Give clear answers to clients on any coverage or billing questions including information on rate increases or policy changes to ensure full understanding Engage existing and prospective clients by phone and email as a trusted insurance advisor Update policy changes on customer account and inform clients about policy changes Maintain and document accurate customer service files in agency management system Support the customer service process with telephone calls, data entry, email, faxing, copying, and other similar administrative task, Review new business, renewals, and endorsements to insure items were received as ordered Respond to client inquiries, incoming mail, company requests and Account Executive needs on a timely basis Issue ID cards, evidence of insurance, process endorsements/audits/renewals/invoices and check policies as technical ability allow Utilize Management System to maintain client, policy, transactions and attachments records Follow and execute Management System work flows as defined by the Agency Transact agency and direct bill premiums and invoice clients Support the customer service process with telephone calls, data entry, email, faxing, copying, and other similar administrative tasks Assist client in gathering documentation and reporting claims to carriers Regularly meet with or talk to company representatives to keep up with industry standards in underwriting, insurance products and marketing Other duties as assigned Maintain and develop strong client and company relationships with company marketing, underwriting and claims personnel. Participate in any special projects at management's request. This role allows you to build, and be compensated, for additional new business opportunities that you solicit and acquire
Flexible work from home options available.
Compensation: $65,000.00 - $80,000.00 per year
Your Future as a Commercial Lines Account Manager
Starts Here!
If you're looking for a career that offers longevity, great benefits, competitive compensation, and more, then CFM Insurance is the place for you!
We have been serving our community since 1929. This has allowed us to develop trust with our partners and craft a service that we are very proud of. We aspire to continue to be the anchor our community is used to, as well as innovate for our customers wherever they need us.
Commercial Lines Account Managers protect our customers by providing the best policies to fit their needs. We are excited to hire someone who shares our values of integrity and hard work, and who sees the importance of providing a personal experience to every customer.
The demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location, and not to the Independent Insurance Agents of Illinois Association.
The Commercial Lines Account Manager role provides customer service by supporting both Agency clients, peer Account Managers and Account Executives on existing and new accounts. The Account Manager focuses on the customer service side of the insurance sales cycle, they manage and nurture customer relationships, and lead most client communications. Their responsibilities include responding to customer inquiries, explaining coverage and premiums, informing clients on any policy or billing changes, and facilitating the claims process between clients and the adjuster. Account managers work closely with the rest of the team to enable ongoing and future sales or renewals.
Qualifications:
The ideal candidate must have high integrity, be a self- motivated, adaptable, and energetic person who is able to provide exceptional customer service in a fast paced, team atmosphere. Must have prior COMMERCIAL LINES industry experience.
-Hybrid Schedule 3 days in the office (Palatine, IL) / 2 days remote
- A minimum of 3 years prior Account Manager and Insurance experience is required
- Prior Applied EPIC experience is essential
- A Valid insurance license in Commercial Lines Property and Casualty Insurance is required
Required Skills:Must be detailed and organized. Meet deadlines and prioritize workloads. Highly motivated team player, high degree of integrity, trustworthy, self-discipline, motivated and take initiative. A friendly, outgoing personality with a good work ethic. Excellent verbal and written communication skills. Effective communication skills to handle complaints, actively listen, ask pertinent questions, negotiate, and clearly explain insurance coverages Strong follow-up and problem-solving skills
Duties:The goal of this position is to be a customer service champion for policyholders, providing and maintaining a best-in-class customer service "brand" that has been part of our Agency's DNA for over 90 years. Consult with clients and Account Executives to help process quotes and issue renewals or any updates needed on current policies Assist with collecting of new business and renewal data for quoting/marketing purposes Give clear answers to clients on any coverage or billing questions including information on rate increases or policy changes to ensure full understanding Engage existing and prospective clients by phone and email as a trusted insurance advisor Update policy changes on customer account and inform clients about policy changes Maintain and document accurate customer service files in agency management system Support the customer service process with telephone calls, data entry, email, faxing, copying, and other similar administrative task, Review new business, renewals, and endorsements to insure items were received as ordered Respond to client inquiries, incoming mail, company requests and Account Executive needs on a timely basis Issue ID cards, evidence of insurance, process endorsements/audits/renewals/invoices and check policies as technical ability allow Utilize Management System to maintain client, policy, transactions and attachments records Follow and execute Management System work flows as defined by the Agency Transact agency and direct bill premiums and invoice clients Support the customer service process with telephone calls, data entry, email, faxing, copying, and other similar administrative tasks Assist client in gathering documentation and reporting claims to carriers Regularly meet with or talk to company representatives to keep up with industry standards in underwriting, insurance products and marketing Other duties as assigned Maintain and develop strong client and company relationships with company marketing, underwriting and claims personnel. Participate in any special projects at management's request. This role allows you to build, and be compensated, for additional new business opportunities that you solicit and acquire
Flexible work from home options available.
Compensation: $65,000.00 - $80,000.00 per year
Your Future as a Commercial Lines Account Manager
Starts Here!
If you're looking for a career that offers longevity, great benefits, competitive compensation, and more, then CFM Insurance is the place for you!
We have been serving our community since 1929. This has allowed us to develop trust with our partners and craft a service that we are very proud of. We aspire to continue to be the anchor our community is used to, as well as innovate for our customers wherever they need us.
Commercial Lines Account Managers protect our customers by providing the best policies to fit their needs. We are excited to hire someone who shares our values of integrity and hard work, and who sees the importance of providing a personal experience to every customer.
The demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location, and not to the Independent Insurance Agents of Illinois Association.
