[Remote] Account Manager

Note: The job is a remote job and is open to candidates in USA. ECBM Insurance Brokers and Consultants is a family-owned insurance broker specializing in high-risk industries. They are seeking an Account Manager to maintain assigned clients, renew insurance contracts, and promote client loyalty while adhering to company service standards.

Responsibilities

• Service clients on a book of assigned business in accordance with ECBM service and quality management standards and procedures. ***Promote ongoing client loyalty***
• Retain, in conjunction with the Producer and/or Account Executive, all assigned accounts including the following responsibilities according to ECBM standards and procedures:
• Order Loss Runs as required on renewals
• Provide producer with information for update at renewal including renewal surveys and applications for coverages to be recommended
• Review client coverages annually to identify potential gaps
• Coordinate with assigned Client Analyst the preparation of loss summaries with analysis, along with tentative experience modifications
• Recommend needed coverages to producer. Assist in firm's cross selling efforts
• Pre-qualify accounts with insurance carriers
• Negotiate renewal pricing/coverage and remarket coverage as needed
• Maintain standard commission where possible
• Identify with producer additional services needed by client and fee required
• Prepare proposal in accordance with ECBM standards
• Input and maintain client policy information in the agency management system (AMS) accurately and in accordance with ECBM standards and procedures
• Prepare Certificate of Insurance masters and cooperate with our Certificate Department in the issuance of all COI's required by the client. This includes the review of any non-standard certificate requests and the review of contractual requirements as needed
• Assist in preparation of, and presentation of, Claim Review as required by Client Service Plan
• Coordinate with assigned Client Analyst all endorsements as requested by the client
• Respond to clients' ongoing service needs in accordance with ECBM service standards
• As required by client, negotiate all surety and fidelity bonds
• Communicate client needs to all other departments including accounting, claims, reporting, or others as required
• Notify manager, producer, and account executive of cancellation, audit, or coverage issues on clients. Keep producer and account executive informed on any important activity of their clients
• Coordinate client response on risk control issues
• Respond to agency quality management efforts. Assist in reduction of E & O exposures
• Assist all clients, departments or associates when required and requested to maintain firm's relationships and good standing
• Maintain relationship with insurance companies
• Special Projects as assigned by management

Skills

• High school diploma or equivalency required
• Property Casualty Agent's License required
• Good communication skills, both verbal and written
• Good listening skills and attention to detail are required
• Excellent problem solving
• At least 5 years of insurance experience with good understanding of multi-line commercial insurance contract and coverages
• Some understanding of negotiation process and ability to handle multiple priorities
• College degree preferred
• Professional Designation is a plus

Benefits

• Competitive Pay
• Health and Welfare Programs Including Medical, Dental, and Vision Insurance
• Retirement and Income Protection Programs, including a 401k plan
• Work/Life Balance Including PTO, Holidays and Remote work opportunities
• Career Advancement Opportunities

Company Overview