Insurance Commercial Account Manager, Licensed & Experienced

The AM is a highly skilled person focused on serving the client in a proactive way, developing relationships with carriers, clients, and producers, and executing tasks timely and accurately.

The ideal candidate has over five years’ experience in business insurance, has advanced computer skills, holds a CIC designation (or in process), forges positive working relationships with clients and carriers.

Your future at Knight includes opportunities to advance, performance bonuses, an awesome working environment where AMs are valued as equal to sales. Knight Insurance Group is an employee-owned organization, which gives you the opportunity to become an owner.

Responsibilities

Advanced consultation.

• Understand insurance policy forms of various carriers.
• Be able to make insurance policy comparisons.
• Identify risks and coverage gaps.
• Consult with producer on coverage concerns/issues.
• Visit client’s location and engage in client meetings when asked.

Service work.

• Perform insurance coverage reviews.
• Order changes to current policies.
• Issue certificates and evidences.
• Report losses and follow-up with the client.
• Maintain follow-ups to ten days.
• Document electronic file completely and thoroughly.
• Utilize agency’s latest technology to perform tasks.
• Review and process audits.
• Review and process cancellations.

Producer-Account Manager Relationship.

• Advise the producer of any significant changes to the client account. Producer will do the same.
• Meet weekly to discuss client issues.

Skills:

• The Account Manager is expected to take initiative to handle service requests, coverage questions, claims reporting from clients, referring only to the producer when mutually agreed upon.
• Knowledge of marketplace. The Account Manager is expected to know the carrier niches and share ideas on account placement with the producer. Carrier placement is a team discussion.
• Underwriter relationships. The Account Manager is expected to forge positive working relationships with carrier underwriters.
• Proactive, can-do attitude…with a smile. The Account Manager volunteers to take on tasks in order to provide excellent client service and free the producer to solicit.
• Insurance knowledge. The Account Manager has earned advanced insurance designation(s) such as CIC.
• Computer skills. The Account Manager uses the latest technology, has advanced skills in Applied Epic, Excel, Outlook, and network directory functions. Additionally, the Account Manager maneuvers the agency website with ease and proactively trains clients on the website’s functions.
• Professionalism and accuracy. The Account Manager’s written communications are clear and free of grammatical errors. Service requests are done accurately the first time. Carrier errors are caught and corrected in a timely fashion.

Requirements. Please apply only if you meet the following criteria:

• Five years or more of experience as a commercial insurance account manager.
• Licensed insurance agent.
• Familiarity with Applied Epic, TAM or Vertafore.
• Experience with clients over $20,000 of premium.

Benefits:

• ESOP - we are an employee-owned organization
• Health insurance, life insurance, short- and long-term disability.
• H.S.A. account with employer contribution.
• 401k match up, 50% up to 8% employee contribution.
• Participation in team bonus program.
• Paid time off after 90 days.

Knight Insurance Group has a one-of-a-kind culture and work environment that is the envy of competitors. Be a part of our success!

Job Type

Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Ability to Relocate:

• Toledo, OH 43604: Relocate before starting work (Required)

Work Location: In person