Commercial Account Manager

Join to apply for the Commercial Account Manager role at Frank Balbo Trucking

This range is provided by Frank Balbo Trucking. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base Pay

$25.00 / hr - $25.00 / hr

Description

The Commercial Lines Account Manager performs the essential functions of the position, which include aiding the Sales Executive / Account Executive and clients with service needs and making changes to existing accounts. This position requires specific service and marketing responsibilities, including, but not limited to service and sales delivery standards, and performs essential duties while upholding the quality and service standards developed by this agency.

Duties & Responsibilities

• Provide technical support to Sales Executive / Account Executive specifically in analyzing client needs.
• Occasionally accompany Sales Executive / Account Executive on prospect and client meetings.
• Complete applications in coordination with Sales Executive / Account Executive, submit applications to eligible and appropriate carriers, and follow up to ensure timely receipt of quotations on new and renewal business.
• Order and issue binders, certificates, policies, endorsements, and other related items, verify their accuracy, and forward them to client with appropriate correspondence.
• Determine if direct or agency billing is appropriate and invoice accordingly.
• Prepare summaries of insurance, schedules, and proposals.
• Review audits of policies, verify accuracy, and facilitate corrections as needed between client and carrier.
• Process incoming mail and phone requests, responding promptly and appropriately within company guidelines.
• Use agency credit and collection policy in invoicing and pursuing prompt payments.
• Determine reasons for requests for cancellations, act to save accounts, and notify Sales Executive / Account Executive.
• Process and follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintain agency in financial equity whenever possible.
• Assist clients in submitting first claims, facilitate prompt response from carrier staff, and follow up on claims status according to agency procedures.
• Identify exposure to loss and recommend appropriate coverages in coordination with Sales Executive / Account Executive.
• Online rating of quotes.
• Order loss runs and keep the loss run card updated.
• Maintain accurate and current detailed information in the Applied EPIC system.

Personal and Organizational Development

Requirements

Physical Requirements

Reasonable accommodations may be made to assist individuals with disabilities to perform the essential job functions.

This job description is not intended to list all the responsibilities but, to provide a general description of the responsibilities for your position. Management reserves the right to assign or reassign duties and / or responsibilities for your position at any given time to fulfill operation needs.

This is an At Will position. Employment with Alkeme Intermediary Holdings, LLC is strictly At-Will and you may quit or be transferred, reassigned, promoted, suspended, demoted and / or discharged at any time, with or without cause and with or without prior notice.

Seniority Level

Mid-Senior level

Employment Type

Part-time

Job Function

Sales and Business Development

Industries

Truck Transportation

J-18808-Ljbffr