Account Manager, Commercial Insurance (Remote Option)

**US CITIZENS ONLY**



Essential Duties and Responsibilities:

- Begins to develop relationships; attend meetings and may contribute.

- Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.

- Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.

- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.

- Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience.

Knowledge, Skills, and/or Abilities:

- Highly organized with excellent verbal and written communication skills

- Self-confident to make sound independent decisions

- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously

- Ability to handle situations in a calm, courteous and professional manner

- Customer-focused to establish and maintain effective relationships

- Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook

- Ability to prioritize multiple tasks to meet deadlines

- Must be able to read, analyze and reconcile financial reports

- Possess strong analytical and problem-solving skills

- Sharp attention to detail, decision-making skills, and problem resolution

- Flexibility and adaptability to changing priorities, deadlines, and technology

Education and/or Experience:

- Associates degree (or equivalent) and BA/BS preferred

- High-level client service experience required

- Insurance experience preferred or able to demonstrate a focus on an insurance career

Certificates, Licenses, Registration:

- P&C licensed or ability to obtain licensing within 3 months of hire

Benefits:

- competitive salary,

- PTO & paid holidays,

- 401(k) with match, exclusive discount programs, health & wellness programs, and more.

Originally posted on Himalayas