Job Title : Commercial Insurance Account Manager / Marketing Specialist
Employment Type : Hybrid
Salary commensurate with experience
About Tropolis
Tropolis is a technology-enabled independent insurance brokerage dedicated to insuring tomorrow together. We are a fast-growing and exciting agency that leverages data, technology, and a community-driven approach to deliver exceptional service to our clients.
Position Overview
We are seeking a Commercial Lines Account Manager / Marketing Specialist to be responsible for the daily servicing of a book of business on assigned accounts with direct accountability for client satisfaction and retention. Responsibilities include client and carrier relationship management, policy related service, accounts receivable management and file management. The role requires the coordination of multiple tasks to meet various deadlines and quality standards.
Key Responsibilities
- Analyze new business prospects with program structure & market selection with producer assistance
- Round out existing accounts by proactively selling additional coverages or policies.
- Discuss / coordinate renewal strategy with the client; producer to provide guidance as needed
- Coordinate proposal presentations and assist in presentations to clients
- Communicate effectively with clients, underwriters, and co-workers both in writing and verbally to achieve desired results
- Make coverage recommendations / suggestions
- Review renewals with producers 90-120 days prior to renewal. Request necessary updates from the client, obtain & review renewal data, complete applications & prepare submission.
- Research and answer coverage questions from clients and producers; prepare any supporting documentation
- Negotiate with both insurance company underwriters and clients to obtain the best outcomes considering all parties involved
- Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements as agreed upon
- Verify, dispute and process policies, endorsements and audits in a timely manner.
- Update agency management systems to ensure all required entries are made and documentation is created and correctly filed in accordance with established timetables, naming conventions and procedures.
- Manage surplus lines and other special procedures to ensure compliance with state regulations.
- Establish trust with the Producer in order to achieve great experience for the client.
- Increase industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings
- Participate in prospect, client and market visits in order to better assist customers
- Travel or visit insurance companies and / or clients, when necessary
- Maintain confidentiality of client and company information
- Perform other duties, as assigned, appropriate to the position
Education & Experience
A Bachelor's degree or equivalent work experience requiredMinimum of 3-5 years' experience in commercial insurance is preferredCommercial Insurance license required ; CPCU or CIC designation idealProficient in Microsoft Word, Excel, PowerPoint, Outlook, and able to quickly learn and utilize other computer applicationsSelf-motivated, organized – must be able to manage projects and time independentlyAbility to operate in a fast-paced, energetic environmentExtremely accurate and detail-orientedKnowledge of insurance terms and documentsAbility to analyze and interpret dataStrong and professional verbal and written communication skills; must have the ability to explain complex technical issues clearlyUnderstand and maintain fiduciary responsibility for company, client, and producerAt Tropolis, we prioritize our employees' well-being and financial security. Our comprehensive benefits package includes :
Salary commensurate with experience, based on experience and qualificationsHealth, dental, and vision insurance for employees and their familiesShort-term and long-term disability insurance for financial protection401(k) with employer matching to invest in your futureFlexible time off (FTO) to take the time you needEmployee ownership through the Tropolis Purpose Plan, giving every employee a stake in our collective successPhysical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to :
communicate verbally and to listen for instructions and information.sit for long periods of time often in front of a computer monitor and operate a computer keyboard.occasionally lift and / or move up to 25 pounds.Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.How to apply
If you are a results-driven commercial lines insurance professional with Applied Epic expertise, we encourage you to apply! Interested candidates are encouraged to submit their resume and cover letter to careers@tropolis.com. Please include "Michigan Senior Commercial Insurance Account Manager Application" in the subject line.
Tropolis is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
GROW PERSONALLY AND PROFESSIONALLY
Working for Tropolis means being part of creating a dynamic, passionate, and fast-growing work environment that puts you first.
J-18808-Ljbffr