JobMatch
← Back to jobs

Account Manager, Commercial Insurance (Remote Option)

PerunHR

RemoteUnited StatesmidFull Time
Posted
today
Source
Himalayas
Field
Customer Success

Skills

CommunicationAccountingExcel

Description

**US CITIZENS ONLY**  Essential Duties and Responsibilities: - Begins to develop relationships; attend meetings and may contribute. - Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. - Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor. - Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. - Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience. Knowledge, Skills, and/or Abilities: - Highly organized with excellent verbal and written communication skills - Self-confident to make sound independent decisions - Ability to successfully interact with a variety of people and function well both in a team environment and autonomously - Ability to handle situations in a calm, courteous and professional manner - Customer-focused to establish and maintain effective relationships - Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook - Ability to prioritize multiple tasks to meet deadlines - Must be able to read, analyze and reconcile financial reports - Possess strong analytical and problem-solving skills - Sharp attention to detail, decision-making skills, and problem resolution - Flexibility and adaptability to changing priorities, deadlines, and technology Education and/or Experience: - Associates degree (or equivalent) and BA/BS preferred - High-level client service experience required - Insurance experience preferred or able to demonstrate a focus on an insurance career Certificates, Licenses, Registration: - P&C licensed or ability to obtain licensing within 3 months of hire Benefits: - competitive salary, - PTO & paid holidays, - 401(k) with match, exclusive discount programs, health & wellness programs, and more. Originally posted on Himalayas

JobMatch aggregates public listings. Always apply through the original posting.