Commercial Account Manager - Fully Remote Opportunity
Position Title: Commercial Account Manager – Fully Remote
Position Summary: Provides exemplary customer service and satisfaction to clients by managing book of business. Helping clients with any of their servicing needs, answering incoming correspondence and phone, managing and documenting client’s files, researching customer concerns, quoting, creating proposals, and processing/sending mail.
- Must be licensed in California.
- Must have 3+ years of commercial insurance experience.
- Experience with EPIC Software by Applied.
- Experience with Microsoft Word, Excel, and Outlook.
- Strong attention to detail.
- Effective verbal and written communication skills.
- Ability to project a positive attitude.
- Ability to manage multiple projects and meet deadlines with accurate results.
- Self-motivated and directed.
Duties & Responsibilities:
- Keep renewal schedule on track, driving high retention.
- Make sure all certificate requirements are carefully reviewed before creating and sending certificates.
- Bind policies.
- Create proposals.
- Perform coverage reviews.
- Quote commercial auto, work comp, property, bops, IM, and E&S carriers.
- Help review clients’ audits to ensure accuracy.
- Claim and billing assistance.
- Create new and renewal submissions accurately.
- Invoicing and transacting.
- Creating reports.
- Maintaining appropriate service timelines on open activities.
- Call underwriters to problem solve and classify business, as well as to follow up on submissions.
Message to Applicants: You must submit a resume to be considered for this position.
Weekly Work Schedule: Monday – Friday, 9am-6pm PST or 8am – 5pm PST
Location: Fully Remote
Pay Range: Salary commensurate with experience, with a range of $60,000-$90,000.
Benefits: Robust continuing education opportunities. 401k, life, disability, PTO, make-up time policy and generous monthly reimbursements for medical and dental.
About Red Cedar Insurance Agency: Serving clients since 1995, Red Cedar Insurance Agency is focused on providing cost effective insurance programs that protect our clients’ personal and business assets as if they were our own. The core value we offer our clients is based on our responsiveness, transparency, strong carrier partners, and methodical approach toward understanding their needs. Being an independent broker means we can put our clients’ needs first and work with any of the over 150 carriers to find great pricing and policy terms. We appreciate our customers, carrier partners and community.