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Commercial Account manager (2-20 license)

72% Flex
Full Remote
Full time
Senior (5-10 years)
  • Remote from:United States
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Commercial Account manager (2-20 license)

72% Flex
Remote: Full Remote
Contract: Full time
Experience: Senior (5-10 years)
Work from: United States

Offer summary

Qualifications: 3+ years of account management experience or 5+ years related experience in the insurance industry, Active 2-20 license, Strong analytical abilities and exceptional customer service skills.

Key responsabilities:

  • Execute daily administrative and customer service tasks for assigned accounts
  • Coordinate policy renewal process and manage a variety of service requests
  • Review and process policy information accurately, facilitate renewals, assist in pricing assessment
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10001 Employees

Job description

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Vaco Staffing is looking for several Commercial Account Manager roles for a large insurance company in Florida. This role requites a 2-20 license and is fully remote. Candidates must have Commercial Lines experience.

This position would work in conjunction with an Account Executive (AE) or Producer, following established industry and company guidelines, to manage an assigned book of business; increase account retention and new business support; and meeting all performance requirements regarding production, quality, and ensuring that no liability associated with errors and omissions occur. Responsible for strategic coordination and execution of day-to-day administrative and customer service activities for assigned accounts, and capable of resolving complex customer service problems, showing the ability for critical thinking and thought process in taking the next step in the best interest of the client and carrier partner.

Commercial Lines Account Manager essential functions include:

    • Maintains high degree of technical competence and industry/market expertise
    • Exercises discretion and independent judgment to ensure beneficial outcomes for clients and company
    • Assists in directing day-to-day activities and workflow that are performed on assigned book of business by administrative and customer service team members, which include delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met
    • Management and execution of a variety of customer service and value-added service requests/inquiries including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements
    • Manages policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals and ensures all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe
    • Manages new business and policy renewal process in conjunction with AE and/or Producer, including but not limited to:
      • Conducting client research and gathering complete underwriting information
      • Conducting Loss Run Analysis
      • Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required
      • Evaluating and negotiating coverages and pricing
      • Preparing and presenting Proposals
      • Binding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or company
      • Preparing and executing Premium Finance Agreements, when applicable
      • Diligent follow up for Policy Issuance
      • Review all policies, identifying and notifying AE or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier
      • Maintaining accurate and complete policy transaction detail, schedules and Summaries of Insurance
    • Monitors Accounts Receivables reports and takes action on any delinquent accounts along with collecting outstanding balances due
    • Maintains agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date
    • Monitors and maintains activity/suspense, taking necessary action to ensure completion within required time frame
    • Maintains frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the AE or Producer is fully informed of workload status, questions, concerns and/or any errors, discrepancies or changes as it relates to the account and their insurance policies and facilitates appropriate/corrective actions
    • Delivers excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
    • Continually stays abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures
    • Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices
    • Regular and consistent attendance is expected and a necessary component to the job
    • Performs other duties as assigned

Qualified candidates will have:

  • 3+ years of account management experience; or 5+ years related experience in the insurance industry
  • Has a very good working knowledge of insurance brokerage business and the assigned clients' needs
  • Active 2-20 license
  • CISR designation or equivalent preferred
  • Strong analytical, problem solving and decision making skills
  • Exceptional customer service skills
  • Excellent multi-tasking, organizational, and prioritization skills
  • Outstanding verbal/written communication skills
  • Ability to perform large work volumes with high degrees of accuracy and attention to detail
  • PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel
  • Exceptional personal character
  • High School Diploma (or equivalent)
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Required profile

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Level of experience :
Senior (5-10 years)
Spoken language(s)
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Hard Skills
Soft Skills
  • Must have exceptional organizational, verbal/written communication and time management capabilities
  • Very proficient in performance adequacy under pressure, effectively managing workflows

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