Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
The Commercial Account Manager role in Meridian, Idaho will focus on building strong relationships with clients and vendors, identifying upsell opportunities, and providing excellent customer service.
How You Will Contribute
Service Agency Bill and Direct Bill accounts
Support and assist in training new hires and / or current Teammates
Agency bill invoicing, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies / endorsements.
Build successful relationships with clients, vendors, and carriers to improve client retention.
Identify gaps in coverage to upsell / cross sell appropriately
Manage new business quoting and remarketing renewals process for Direct Bill and Agency Bill
Review and document internal compliance and client disclosure requirements, policies, endorsements, etc.
Successfully utilize electronic filing cabinet to minimize errors & omissions exposure
Certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
Actively seek opportunities for upsell and / or cross-selling current customers
Follow agency guidelines, policies, and procedure
Skills & Experience to Be Successful
1+ years of Commercial Insurance experience required
Bachelor's Degree or similar education / work experience
Strong technical knowledge of coverage in all Commercial Lines insurance coverage
P&C Licensed in Idaho
Strong computer literacy including Microsoft Office 365
Excellent customer service skills
Strong attention to detail, and organizational skills
Insurance designation, preferred
AMS360 experience required
Electronic Filing Cabinet / ImageRight preferred
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including :
Health Benefits : Medical / Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services;
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
LI-KM1
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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