Account Manager – Property & Casualty

🔥 il y a 19 heures

🦀 Maryland – Distant

🦀 Maryland – Remote

💵 $50 000 - $70 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

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CBIZ

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1996

🛡️ Assurance

🏥 Santé

🏭 Fabrication

Insurance • Healthcare • Manufacturing

CBIZ est une entreprise nationale de services professionnels conçue pour le marché intermédiaire, fournissant des solutions en comptabilité, fiscalité, conseil, avantages sociaux, assurances et technologies aux entreprises et organisations. La société combine des relations locales avec des ressources nationales pour offrir des services incluant audit et attestation (à travers son entité CPA agréée), planification fiscale et conformité, gestion des risques et conseils, administration des ressources humaines et des avantages sociaux, solutions d'assurance, conseil en investissement et transactions, et services technologiques et de cybersécurité. CBIZ se concentre sur des conseils spécifiques à l'industrie et des informations basées sur les données pour aider les clients à croître, gérer les risques et améliorer leurs opérations.

Description

• 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

🎯 Exigences

• 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