Sr. Account Manager, Commercial Insurance

Posted 3 Days Ago
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Omaha, NE, USA
In-Office
85K-100K
Senior level
Insurance • Financial Services
The Role
Manage a complex book of commercial insurance accounts, coordinate service plans with producers, handle renewals and negotiations, prepare proposals/certificates/endorsements, invoice premium transactions, maintain electronic account files, liaise with clients and carriers, ensure compliance and reduce E&O exposure, and pursue ongoing insurance education.
Summary Generated by Built In

Description

Are you looking for?

  • Time back in your day
  • Flexible schedule including work-from-home options
  • Paid time off
  • Fun working environment 
  • Tuition reimbursement 
  • Growth & development

One thing we’re always asking ourselves is: why do people think the insurance industry is “boring?” Spend one day in a Sr. Account Manager’s shoes and you’ll find that they are always up for a challenge and love building relationships with our clients while constantly growing and expanding their insurance know-how. We’re currently looking for a Sr. Account Manager, Commercial Insurance who will work with producers and carriers to provide exceptional service to our clients.

What’s the work like?

You will:

  • Effectively and independently manage customer service accountabilities on a book of business with an above department average commission income level for the assigned segment of business while meeting department service standards. This book will consist of larger, middle market accounts that may be complex in nature.
  • Assist producer in development of service plan for key accounts; and, coordinate and monitor the service plan as needed
  • Manage renewal process according to agency procedures; negotiate most advantageous renewal terms and conditions for the client; review quotes, prepare proposals and bind coverage
  • Complete servicing of accounts, including but not limited to preparing proposals, issuing certificates and auto ID cards, ordering and processing endorsements, audits, binders, and maintaining current status on all account tasks 
  • Promptly invoice all premium-bearing transactions
  • Review policies upon receipt in accordance with agency procedures for timely customer service
  • Promptly respond to customers' questions and/or requests for assistance
  • Review client contracts and make recommendations to producer, client and/or carriers if it is necessary to modify existing coverage in order to comply with contract provisions
  • Communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account
  • Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
  • Prioritize workload to consistently meet objectives and request assistance from management when necessary
  • Assist the producer in eliminating gaps in coverage to reduce E&O exposure
  • Perform quality reviews as requested by management, and comply with requirements of quality programs
  • Follow agency and department procedures as outlined by management
  • Meet with and maintain effective working relationships with clients to support business retention
  • Meet with and maintain effective working relationships with insurance company representatives
  • Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
  • Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
  • Maintain regular and consistent attendance
  • Any other special projects and duties as assigned

Okay, so what’s in it for me?

While we expect a lot from our employees at FNIC, we also provide a lot in return.

  • Competitive Pay: We strive to pay our employees a competitive market compensation 
  • Benefits: You’re covered: health, dental, vision, HSA with employer contributions, 401k, employer-paid short-term & long-term disability, life insurance
  • Dress: Dress for your day – bring your whole self to work so you can be as comfortable at work as you are in your personal life. 
  • Flexibility: Time back in your day? We got you. A 37.5 work week and telecommuting options as well as PTO starting at 3 weeks/year.
  • Wellness: Mental health support and resources are available through our free EAP program. You can also stretch away the stress 24/7 by participating in workout classes (available to remote employees too!) or accessing our Omaha in-office gym.
  • Education: Like to go back to school? Learn something new? We’ll provide tuition reimbursement to support you in your goals. 
  • Fun working environment: Who likes a boring working environment? No one. We have plenty of fun with frequent company outings, food days, and fun competitions to name a few! 

Requirements

What do I need to know?

You have to have…

  • High school diploma or equivalent 
  • Valid Driver's License
  • Resident Property and Casualty Agent's license
  • 6 years Commercial Account Manager Experience or 4 years Commercial Account Manager Experience with a CIC or CISR designation.  
  • Proven ability to effectively service complex accounts in excess of $15,000 in revenue
  • Commitment to obtain advanced insurance education 
  • Excellent verbal and written communication skills
  • Strong organizational and decision-making skills
  • Proficient in Microsoft Office products (Outlook, Word, Excel, Teams), and all agency automation software. Experience with Applied Epic preferred
  • Proficient in department workflows and procedures
  • Regular and consistent attendance
  • Ability to establish and maintain effective working relationships with company employees and external contacts

Work Schedule: This position supports clients and operations in the Mountain Time Zone and therefore requires availability through 5:00 PM Central Time (4:00 PM Mountain Time) on regularly scheduled workdays. 

Skills Required

  • High school diploma or equivalent
  • Valid Driver's License
  • Resident Property and Casualty Agent's license
  • 6 years Commercial Account Manager experience OR 4 years with CIC or CISR designation
  • Proven ability to effectively service complex accounts in excess of $15,000 in revenue
  • Commitment to obtain advanced insurance education
  • Excellent verbal and written communication skills
  • Strong organizational and decision-making skills
  • Proficient in Microsoft Office products (Outlook, Word, Excel, Teams)
  • Proficient in all agency automation software
  • Experience with Applied Epic
  • Proficient in department workflows and procedures
  • Regular and consistent attendance
  • Ability to establish and maintain effective working relationships with company employees and external contacts
  • Availability to support Mountain Time Zone through 5:00 PM Central Time on scheduled workdays
Am I A Good Fit?
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The Company
50 Employees
Year Founded: 1981

What We Do

First Insurance Group offers personal, business, life, and health insurance, providing claims and additional financial services. They focus on exceptional service and finding the best policies for clients' budgets.

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