Commercial Insurance Account Manager

🕒 vor 2 Monaten

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $80.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

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Veracity Insurance Solutions, LLC

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

💼 Beratung

🏥 Gesundheitswesen

📦 Logistik

Consulting • Healthcare • Logistics

Veracity Insurance Solutions, LLC ist ein nationaler Excess & Surplus (E&S) Großhändler und Managing General Agent, der hauseigene Zeichnungs- und Bindebefugnisse mit A-bewerteten Versicherern bietet. Das Unternehmen ist auf Produkthaftpflicht, allgemeine Haftpflicht, Berufshaftpflicht und Sachversicherung in Nischenbereichen (Schönheit & Kosmetik, Vitamine & Nahrungsergänzungsmittel, E-Zigaretten/Vape, CBD/Hanf, Sportartikel, Konsum- und Industrieprodukte) spezialisiert und bietet Programmverwaltung, Management von Risk Purchasing Groups (RPG), Meldung von Exzedentspolicen, Lizenzierungs- und Compliance-Dienstleistungen für Einzelhandelsvertreter und Unternehmen bundesweit an. Veracity ist in allen 50 Staaten lizenziert und legt Wert auf schnelle Abwicklung, maßgeschneiderte Spezialprogramme und eine auf Vermittler ausgerichtete Distribution.

Beschreibung

• Serve as the primary point of contact for assigned clients, ensuring a smooth transition from the sales process through onboarding, policy servicing, and renewal • Communicate policy details, coverage expectations, service processes, and business relationship expectations throughout the policy term • Build and maintain strong client relationships by providing proactive support and ongoing account management • Respond to client inquiries, answer coverage questions, process endorsements, and assist with claims, audit, and inspection-related inquiries • Manage client accounts throughout the policy term by processing policy adjustments and resolving issues in a timely manner • Coordinate with underwriters, carriers, and internal teams to resolve policy and account issues while ensuring a consistent client experience • Monitor upcoming renewals and proactively engage clients to review coverage needs and changes in their business operations • Conduct consultative renewal reviews and recommend coverage adjustments that support retention and client satisfaction • Identify opportunities to cross-sell bundled or complementary insurance products based on client needs and business objectives • Introduce additional insurance solutions that align with client growth and evolving coverage requirements • Maintain accurate and up-to-date client records in HubSpot, AMS, and other applicable systems, including interactions, policy updates, and referral information • Ensure data integrity and timely documentation to support reporting, account visibility, and business decision-making • Generate referrals by delivering exceptional service and cultivating strong client relationships • Partner with sales, underwriting, carrier, and customer service teams to support client needs and facilitate issue resolution • Maintain knowledge of commercial insurance products, carrier underwriting guidelines, and industry best practices • Participate in carrier training, product education, and Learning & Development initiatives to maintain technical proficiency and compliance • Adhere to licensing requirements, operating procedures, and company standards for account management, customer engagement, CRM usage, and policy servicing. • Required to perform other duties as requested, directed, or assigned

🎯 Anforderungen

• Bachelor’s degree preferred • Experience in commercial insurance account management, insurance sales, or a related client-facing insurance role • Strong knowledge of commercial insurance products, coverages, and underwriting principles • Understanding of the insurance needs of small and mid-sized businesses • Strong consultative relationship-building and customer service skills • Excellent verbal and written communication skills • Strong organizational and time management skills with the ability to manage multiple client relationships and priorities • Strong problem-solving skills and ability to adapt in a fast-paced environment • Experience with CRM and insurance agency management systems, including AMS platforms preferred • Proficiency with Microsoft Office Suite, virtual meeting platforms, and standard business software • Ability to communicate policy information and coverage recommendations clearly and effectively • Commitment to continuous learning and professional development within the insurance industry.

🏖️ Vorteile

• Health, dental, and vision plans • Amazing work-life balance with 4 weeks of Paid Time Off • 10 Paid Company Holidays with 2 floating holidays • 401K Programs with employer match • Personal assistance programs for support in a healthy personal and work life