Account Manager – Property & Casualty

🕒 Ontem

🦀 Maryland – Remoto

🦀 Maryland – Remote

💵 $50.000 - $70.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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CBIZ

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1996

🛡️ Seguros

🏥 Saúde

🏭 Manufatura

Insurance • Healthcare • Manufacturing

A CBIZ é uma empresa nacional de serviços profissionais voltada para o mercado intermediário que oferece soluções de contabilidade, impostos, consultoria, benefícios, seguros e tecnologia para empresas e organizações. A empresa combina relacionamentos locais com recursos nacionais para entregar serviços incluindo auditoria e atestação (por meio de sua entidade contábil licenciada), planejamento e conformidade tributária, riscos e consultoria, administração de RH e benefícios, soluções de seguros, assessoria em investimentos e transações, e serviços de tecnologia e cibersegurança. A CBIZ se concentra em orientações específicas por indústria e insights orientados por dados para ajudar os clientes a crescer, gerenciar riscos e melhorar operações.

Descrição

• Serve as the primary client contact for an assigned book of Select Business commercial insurance accounts • Manage day-to-day service needs, including policy changes, endorsements, certificates of insurance, billing inquiries, audits, claims assistance, and coverage questions • Perform proactive account management to support client retention and satisfaction • Coordinate renewals by gathering underwriting information, marketing accounts when appropriate, preparing proposals, and reviewing coverage options • Advise clients on commercial insurance coverages and risk management solutions • Build relationships with clients, carriers, underwriters, and internal team members • Respond to client requests accurately and within service standards and timelines • Review policies and endorsements and explain coverage details to clients • Identify coverage gaps and refer opportunities for additional products and services to Producers • Maintain accurate client records in agency management systems and carrier platforms • Assist with claims reporting and coordination • Monitor market conditions, carrier appetite, industry trends, and relevant insurance products • Ensure compliance with agency procedures, carrier requirements, and regulatory standards • Collaborate with Producers and service team members • Perform additional responsibilities as assigned

🎯 Requisitos

• High School Diploma or GED required • 3 to 5 years customer service experience in the insurance industry required • Must maintain current required licenses and certifications relevant to field of expertise • Strong verbal and written communication across all organizational levels • Effective customer service skills • Proficient use of applicable technology • Ability to work in a team environment and independently • Ability to travel based on client and business needs • Active Property & Casualty Insurance License required or ability to obtain within a designated timeframe • Experience servicing small business commercial insurance accounts • Working knowledge of commercial insurance coverages • Ability to manage a high-volume book of business and multiple priorities • Strong attention to detail and commitment to accuracy • Proficiency with Microsoft Office Suite and CRM technologies • Bachelor's degree preferred • 2+ years of commercial insurance account management, customer service, or agency experience preferred • Experience with agency management systems such as Applied Epic, Sagitta, or similar platforms preferred • Professional designations preferred