Job Details:
Commercial Lines Account Manager ( Remote role )
A well-established broker of 30 years and a leader in the transportation industry and one of the top brokers in California, is actively seeking a commercial lines account manager to support their growing book of business. Trucking and transportation experience highly desirable but not necessary.
Job Description
The Commercial Lines Account Manager supports the Producers in the Commercial Lines Department for back office processing, agency management support and client service requests.
Job Responsibilities
- Review and/or process new and renewal policies within Agency Management System (EPIC)
- Follow up with Carriers for the following types of documents: Policies & Endorsements via email or the applicable carrier website
- Prepare correspondence to insured and/or carrier as needed
- Respond to internal and external inquiries and/or requests in a timely manner
- Work closely with Producers to develop the skills and insurance knowledge necessary to perform assigned tasks
- Gather claim information from insureds, submit claim to the appropriate carrier and document in Agency Management System (EPIC)
- Enter and maintain complete and accurate information in Agency Management System (EPIC) while staying compliant with standards, including but not limited to documenting all client interactions
Requirements
- High school Diploma required; College degree preferred
- Bi-lingual Spanish highly desirable but not a must
- Minimum of 3 years of experience in similar position
- Proficient with Microsoft Office 365, specifically Outlook (Excel, Word, Outlook, and PowerPoint)
- California Property & Casualty license, designations a plus
- EPIC experience preferred, but not required
Highly competitive compensation and full benefits, retirement and 100% paid health for employee.