5-7 years of experience in commercial account management
Active Property and Casualty License required
Proficiency in agency management systems, particularly Epic is preferred
Strong communication skills for client interaction
Detail-oriented with strong organizational abilities
Ability to independently manage a book of business
Responsibilities
Manage relationships with agency clients to ensure high-quality service
Collaborate with the sales team for optimal coverage selections
Handle calls related to policy inquiries, renewals, and new business
Learn and utilize agency management systems effectively
Process data input accurately and promptly
Evaluate and shop for new and renewal business accounts
Independently service an assigned book of business including endorsements and policy changes
Benefits
Flexible hybrid work environment available in Lynchburg or Bedford, VA
Reasonable accommodations for individuals with disabilities
50% 401(k) match up to IRS limit
Employee Stock Ownership Plan (ESOP)
Comprehensive employee benefits at low cost
Full Job Description
Hybrid work enviroment in either Lynchburg,VA or Bedford,VA
Commercial Account Manager will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work with sales team to review best coverages for accounts
Make and Receive calls to agency insureds regarding policy questions, renewals, and new business
Quickly learn the agency management system and standardized system of filing
Input data into management system in an accurate and timely manner
Shop new and renewal business accounts through insurance market
Collaborate with sales team to secure renewal business
Independent servicing of assigned book of business, endorsements, policy changes and record keeping
Remotely send accounts for signature and binding
Active Property and Causality License
Experience with Epic strongly preferred
Base Salary $75,000-$100,000
Bonus's
Commission- if you sell(not a sales role)
50% match up to IRS match
ESOP Stock
Employee Full Benefits $50 month, employer contributes$1,500 to family/ benefits
