Commercial Lines Insurance Account Manager

Worthy Insurance Group, LLC

$75K — $100K *
Finance & Insurance
Less than 5 years of experience
Full Job Description
Benefits:
  • 401(k) matching
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Parental leave


Account Manager

Worthy Insurance Group, a national Property & Casualty Insurance Brokerage with locations in Skokie, IL Okemos, MI and Lakewood, NJ is looking for an Account Manager. Excellent customer service, organization, and problem-solving skills a must!

Key Responsibilities
  • Assist with preparing proposals and applications, submit to insureds and carriers; follow up to ensure timely responses.
  • Process new business, renew and re-market accounts 120 days in advance.
  • Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
  • Provide consistent, accurate and timely communication to clients through verbal and written correspondence.
  • Maintain client files in EPIC accurately and consistently documenting conversations, sending confirmations to clients and ensure Activity Report is updated during or immediately after the discussion with the client
  • Assist clients in making appropriate coverage changes; inform and educate clients about coverage's, exclusions, exposures and audits, and document electronic file accordingly.


Qualifications

Preferred
  • College Degree OR equivalent work experience
  • 3+ years of Property & Casualty Insurance experience
  • Property & Casualty agency management system (Applied Epic)


Required
  • Proficient with computers and standard Microsoft software packages
  • Excellent oral and written communication
  • Creative problem-solving skills
  • Exceptional time management and attention to detail
  • IL/MI/NJ Property & Casualty license OR ability to pass the exam within 30 days of hire


Worthy employees enjoy:
  • Generous PTO
  • 401k with company match
  • Health, Dental, and Vision Insurance
  • Gym Membership
  • Insurance education bonus program
  • Nationwide travel for client and prospect visits
  • Paid Time Off for Volunteering


Compensation: $75,000.00 - $100,000.00 per year

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