QUALIFICATIONS AND EXPERIENCE:

• Associate Degree or higher or
• Minimum 2 years+ P&C commercial insurance experience.
• Minimum 2 years+ account management or relationship management experience in insurance.
• Current P&C insurance license required.
• Fluent in Spanish language required.
• Strong knowledge of Agency Management Systems (EPIC), and Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Working knowledge of Applied or other agency management system.
• Legally able to work in United States.

ABOUT RISK COOPERATIVE (WWW.RISKCOOPERATIVE.COM)

Risk Cooperative, an Ensurise partner company, is a specialized strategy, risk and insurance advisory firm licensed to originate, place and service innovative risk-transfer and insurance solutions across life, health, property, casualty and speciality lines. Risk Cooperative helps organizations address risk, readiness and resilience through a comprehensive service and solution offering in partnership with leading insurance companies and value-adding partners. As one to the leading, innovative and entrepreneurial firms in the industry, we are seeking highly motivated, and team-oriented individuals to join our fast growing firm.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental Pay:

• Bonus opportunities

Education:

• Associate (Required)

Experience:

• Commercial Insurance: 2 years (Required)
• Account Management: 2 years (Required)

Language:

• Spanish (Preferred)

License/Certification:

• Property and Casualty License (Required)
• Life and Health License (Preferred)

Ability to Commute:

• Kensington, MD 20895 (Required)

Willingness to travel:

• 25% (Preferred)

Work Location: In perso

ROLE DESCRIPTION

We are seeking a motivated, detail-oriented, highly collaborative individual to join our fast-growing team as a P&C Commercial Insurance Account Manager. This role will work closely with the sales and operations team to manage existing and new business accounts. The role will manage a dedicated book of business and work with a range of clients across industries. Knowledge of commercial lines insurance products as well as account management experience are required. We are seeking candidates who display a positive and proactive attitude, as well as strong organizational skills, exemplary customer service skills, including the ability to prioritize and multitask.

DUTIES AND RESPONSIBILITIES:

• Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues, to deliver a rate of account retention that meets or exceeds expectations.
• Lead account rounding and cross selling efforts for assigned book of business.
• Lead client service, marketing, and renewal processes for assigned book of business.
• Provide support to Sales and Account Executives in quoting, obtaining, maintaining, and expanding new business opportunities.
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Lead renewals for assigned book of business.
• Support business development and sales efforts for new clients including new customer acquisition and quote management.
• Acquire understanding of clients’ insurance objectives and critically analyses and compares insurance plans to best meet their needs.
• Stay up to date on carrier programs, compliance, regulation and other relevant industry information.
• Work within operations team to achieve customer service standards and client retention targets.
• Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also need to negotiate with underwriters and carriers.
• Troubleshoot billing and service-related issues.
• Responsible for overall retention of accounts in assigned book of business.
• Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems.
• Prepare reports for management as required.
• Attend industry related continuing education training and courses.
• Collaborate and support colleagues as needed, as well as contributes to continuous operational improvements, service standards and excellence.
• Perform other duties and projects as assigned.