- Provide technical support to Sales Executive/Account Executive specifically in analyzing client needs.
- Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings.
- Completes applications in coordination with Sales Executive/Account Executive, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations on new and renewal business and according to agency procedures.
- Orders and issues binders, certificates, policies, endorsements, and other related items, verifies their accuracy, forwards them to client with appropriate correspondence.
- Determines if direct or agency billing is appropriate and invoices accordingly.
- Prepares summaries of insurance, schedules, and proposals.
- Reviews audits of policies, verifies accuracy and facilities corrections, as needed, between client and carrier.
- Process incoming mail and phone requests, responding promptly and appropriately within company guidelines.
- Uses agency credit and collection policy in invoicing and pursuing prompt payments.
- Determines reasons for requests for cancellations, acts to save accounts and notifies Sales Executive/Account Executive.
- Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
- Assist clients in submitting first claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
- Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive.
- Online rating of quotes.
- Orders loss runs and keeps the loss run card updated.
- Maintain accurate and current detailed information in the Applied EPIC system.
- College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
- Must hold a valid Property Casualty Broker-Agent license.
- Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
- Knowledge of insurance products and usages.
- Knowledge of insurance markets and reference to markets.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to pull or lift up to 15 pounds at times.
-
Analyst, Insurance and Risk Management
2 weeks ago
McKesson Alpharetta, United StatesMcKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you a ...
-
Commercial Insurance Account Manager
1 week ago
Goodwin Recruiting Alpharetta, United StatesJob Description · Job DescriptionTo Apply for this Job Click HereWe seek an assistant account manager for our rapidly growing, forward-thinking organization. If you have an active P&C license and Applied Epic experience and are looking for good growth opportunities in the commerc ...
-
Insurance Restoration Project Manager
1 day ago
National Flood and Fire Network Sandy, United StatesJob Description · Job DescriptionWe are a reputable insurance restoration company specializing in property damage restoration due to fire, water, storms, and other disasters. Our commitment to excellence and customer satisfaction sets us apart in the industry. We are currently se ...
-
AVP, Marine Manager- Commercial Insurance
1 week ago
Chubb Alpharetta, United StatesJob Description · Chubb is currently seeking an Inland and Ocean Marine Underwriting Manager to join its Middle Market Commercial Insurance practice in the Southeast Region sitting in Alpharetta, GA; Charlotte, NC or Tampa, FL. · We are looking for a candidate who is highly mot ...
-
Commercial Insurance Marketing Account Manager
3 weeks ago
The Jonus Group Alpharetta, United StatesJob Description · THIS POSITION REQUIRES EXPERIENCE IN THE INSURANCE INDUSTRY AND A PROPERTY & CASUALTY INSURANCE LICENSE · Commercial INSURANCE Marketing- Hybrid in the Alpharetta, GA area. · $70-$80k depending on experience. · Great Benefits, Company Culture, and Growth Pot ...
-
Senior Mechanical Project Manager
5 days ago
The Sack Company Georgia, United StatesRole Summary · We are actively seeking a Senior Project Manager with extensive experience in HVAC, pipefitting, and sheet metal installations. This role requires a combination of technical expertise, strategic project management, and leadership skills to oversee projects from pla ...
-
Property & Casualty Project Manager
2 weeks ago
WiserWulff Alpharetta, United StatesRole: Enterprise Project Manager with Property & Casualty Insurance experience · Location: Alpharetta, Georgia (hybrid: Monday – Wednesday onsite) · Engagement: Contract to hire · Enterprise Project Manager who will be involved in the end-to-end conceptualization, cost/benefit an ...
-
Assistant Office Manager
4 weeks ago
Matt Cresap State Farm Insurance Alpharetta, United StatesCompany Description · Matt Cresap State Farm Insurance is a multi-office State Farm Insurance agency located in Alpharetta and Roswell, Georgia. We offer and provide customer service for auto, home, and financial services products. Our focus is to help people manage the risk of e ...
-
Oakbridge Insurance Agency LLC Alpharetta, United StatesDeeply Rooted to Serve · Led by the values and mission of the organization, the Commercial Lines Account Manager, manages existing accounts and assists in the production of new business; through providing prompt, efficient, and high-quality service in support of our customers. · ...
-
Electrical Estimator
1 week ago
The Sack Company Georgia, United StatesJob description · We are looking for an experienced full-time commercial/Industrial estimator to join our team in our Statesboro, Georgia office. · Prepares work to be estimated by gathering proposals, blueprints, specifications, and related documents. · Identifies labor, materia ...
-
State Farm Sales Representative
3 weeks ago
Matt Cresap State Farm Insurance Alpharetta, United StatesCompany Description · Matt Cresap State Farm Insurance was established in 2011 and is a multi-location insurance agency located in Alpharetta, GA. Our agency offers a wide range of property/casualty & financial services products from the largest auto, home, life, and boat insure ...
-
Account Specialist
3 weeks ago
EPIC Insurance Brokers & Consultants Alpharetta, United StatesJob Summary · The Account Specialist's main responsibilities include: · Support Broker with providing client service · Produce/assist with producing client submissions, proposals, presentations, insurance summaries and reports · Coordinate and review billing, invoice materials, ...
-
Provider Enrollment Specialist
9 hours ago
Premier Anesthesia Alpharetta, United StatesFor over 22 years, Premier Anesthesia has been a highly trusted anesthesia practice management partner for healthcare organizations nationwide. With a wealth of knowledge and skill in hospital-based anesthesia practices, they focus on developing and managing anesthesia services t ...
-
Trucking Insurance Attorney
2 weeks ago
Ascendion Georgia, United StatesSeeking a Trucking Insurance Defense Attorney for an esteemed nationwide law firm. You will be responsible for representing insurance companies in complex trucking litigation cases. You will handle all aspects of litigation, from initial investigation and discovery through trial ...
-
Corporate Controller
1 week ago
HVMG - Hospitality Ventures Management Group Alpharetta, United StatesJoin HVMG as our Corporate Controller · The ideal candidate will be responsible for the day-to-day accounting operations of the company, which include the preparation, review and distribution of management company financial reports in accordance with GAAP and HVMG Standard Accoun ...
-
DevOps Engineer
3 weeks ago
ENS Solutions, LLC Georgia, United StatesAs a DevOps Engineer, you know how to set up cloud environments and provision computer networking, storage, and virtual networks. On the team of cloud experts, you'll use your configuration management and provision know-how to support the customer as they modernize their IT infra ...
-
Vice President Commercial Lines
3 weeks ago
Alera Group, Inc. Georgia, United StatesAlera Group is an independent, national insurance brokerage and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States. We provide the best of both worlds - national scope and world-class local service. · ...
-
Insurance Sales Customer Service Position
3 days ago
JLF Finances Georgia, United States Full timeWe are a professional company dedicated to providing comprehensive financial solutions. As a financial partner of our customers, we are committed to helping customers achieve their financial goals and ensure their financial security and success. · The Role · Insurance Sales Custo ...
-
Director, Commercial Underwriting
1 week ago
WCF Insurance Sandy, United StatesPosition · The underwriting department has an immediate opening for someone who can demonstrate the WCF values to join their team as Director, Commercial Underwriting, reporting to the CUO, Middle Market Underwriting. This is a full-time, exempt position based out of WCF Insuranc ...
-
ESIS ProClaim Senior Specialist
2 weeks ago
CHUBB Alpharetta, United States Regular - Full timeESIS ProClaim is seeking an experienced Senior Claims Specialist. In this role you will manage general liability claims and other lines. · Key Objective · This role is focused on the technical claim handling of professional Liability Casualty claims. In this role you will manag ...
Commercial Lines Account Manager Insurance - Sandy, United States - Alkeme Insurance
Description
Job Description
Job DescriptionDescription
The Commercial Lines Account Manager performs the essential functions of the position, which include aiding the Sales Executive / Account Executive, as well as clients with service needs and making changes to existing accounts. This position requires specific service and marketing responsibilities, including, but not limited to service and sales delivery standards, and perform essential duties while upholding the quality and service standards developed by this agency. Please note that this position can be hired remotely, but the preferred location is to have someone work hybrid 2x-3x per week in the Sandy, UT office.
Responsibilities:
Qualifications:
Physical Requirements:
