commercial lines account assistant

Insurance Market Place

<p>Commercial Lines Account Manager</p><p>We are seeking a motivated and detail-oriented <b>Commercial Lines Account Manager</b> to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.</p><p>Responsibilities:</p><ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul><p>Qualifications:</p><ul><li>Commercial lines experience preferred</li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul><p>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.</p><p>Job Type: Permanent</p><p>Pay: $35,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Commercial Lines Account Manager

Zander Insurance

<p>Elevate Your Career with Zander: Commercial Lines Account Manager</p><p>At Zander Insurance, we recognize and reward top talent with industry-leading compensation packages and expansive growth opportunities. Join our team as a Commercial Lines Account Manager and be part of an organization that values your skills and dedication while doing meaningful work protecting families. As a 100-year-old company experiencing remarkable growth year over year, we offer stability and opportunities in a thriving industry.</p><p><b>Why Zander?</b></p><p>Unmatched Compensation:</p><ul><li><b>Industry-Leading Salary + Performance Incentives</b></li><li><b>Guaranteed Comp Increases</b></li><li><b>401(k) Match</b>: Benefit from a 5% dollar-for-dollar company match.</li><li><b>Financial Growth</b>: As part of our Employee Stock Ownership Plan (ESOP), all employees join in our success via the distribution of company ownership shares. Currently, 30% of team members have share values exceeding $500,000!</li></ul><p>Outstanding Benefits:</p><ul><li><b>Medical, Dental, Life, &amp; Disability Insurance</b>: 100% employer-paid.</li><li><b>Generous HSA Contributions</b>: Enjoy substantial company contributions.</li><li><b>Paid Time Off</b>: 3 weeks of PTO plus holidays.</li><li><b>Flexible Work Schedule</b>: Telecommute on a hybrid schedule.</li><li><b>Career Advancement</b>: We promote from within and offer leadership opportunities as we continue to grow.</li></ul><p><b>Your Role</b></p><p>As a Commercial Lines Account Manager, you will assist existing clients in securing and maintaining the necessary protections for their business. Your role involves providing exceptional client support, guiding them through their commercial insurance needs, and advocating on their behalf. Your responsibilities include:</p><ul><li>Efficiently manage renewals by gathering information, preparing submissions, marketing with carriers, and presenting to clients.</li><li>Provide comprehensive client support by issuing certificates, handling endorsements, and addressing billing inquiries.</li><li>Effectively manage and resolve issues related to cancellations, claims, audits, and challenging renewal scenarios.</li><li>Collaborate with the team to review documents for accuracy, assess client policies, and analyze risk to recommend cost-effective solutions.</li><li>Build and maintain positive relationships with clients, carriers, vendors, and team members through strong communication and organizational skills.</li></ul><p><b>Who You Are</b></p><ul><li>A seasoned Commercial Lines professional with strong renewal and servicing experience</li><li>Comfortable managing complex accounts and client relationships independently</li><li>Detail-oriented and organized, able to manage multiple priorities in a fast-paced environment</li><li>A clear communicator who can explain complex coverage concepts to clients</li><li>Confident working within agency management systems and carrier platforms</li><li>A collaborative team member who takes ownership of client outcomes</li></ul><p><b>Minimum Qualifications</b></p><ul><li>Active Property and Casualty insurance license</li><li>Three or more years of direct Commercial Lines experience</li><li>Strong knowledge of commercial Property and Casualty coverages, markets, and carriers</li><li>Demonstrated experience managing commercial renewals and servicing client accounts</li><li>Ability to communicate complex insurance concepts clearly and effectively</li><li>Experience working within agency management systems (Applied Epic preferred)</li><li>Proficiency with Microsoft Office products</li><li>High School diploma or equivalent</li><li>Typing speed of at least 45 words per minute</li></ul><p><b>WE ARE AN EQUAL OPPORTUNITY EMPLOYER.</b> Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.</p><p>Job Type: Full-time</p><p>Pay: From $60,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in Nashville, TN 37209</p>

Midwest Heritage

<div><div><div><div><div><div><div><div><p><b>Additional Considerations (if any):</b></p></div></div></div></div></div></div></div><ul><li></li></ul><p>
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.</p><p></p><div><div><p><b><br>
Midwest Heritage Bank</b></p></div><p></p><div><p><b>
Job Title</b>: Commercial Lines Account Executive</p></div><div><p><b>
Department:</b> Insurance</p></div><div><p><b>
FLSA: </b>Exempt</p></div><p></p><div><p><b>
General </b><b>Function</b></p></div><div><p>
The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home &amp; auto) insurance products. This is a work from home position.</p></div><p></p><div><p><b>
Core Competencies</b></p></div><div><ul><li><p>
Business Development</p></li><li><p>
In-House Relationship Management</p></li><li><p>
Customer Service</p></li><li><p>
Industry and Product Expertise</p></li><li><p>
Organization</p></li></ul></div><p></p><div><p><b>
Reporting Relations</b></p></div><div><p><b>
Accountable and Reports to: </b>VP Sales, Commercial Lines</p></div><div><p><b>
Positions that Report to you: </b>None</p></div></div><p></p><div><div><p><b>
Primary Duties and Responsibilities:</b></p></div><div><ul><li><p>
Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property &amp; casualty business.</p></li><li><p>
Assist in cross-selling/up-selling insurance products to existing customers.</p></li><li><p>
Promote Midwest Heritage financial products and services to existing and current customers.</p></li><li><p>
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers.</p></li><li><p>
Collect all required client data and information for development of a professional sales proposal.</p></li><li><p>
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets.</p></li><li><p>
Participates in training on Midwest Insurance Services sales processes, systems, and practices.</p></li><li><p>
Continues to further knowledge of commercial products and service offerings.</p></li><li><p>
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.</p></li><li><p>
Actively involved with industry and community organizations.</p></li><li><p>
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling.</p></li><li><p>
Effectively manages workload to achieve excellent client service results.</p></li><li><p>
Timely and efficient follow-up with carriers, clients, and prospects.</p></li><li><p>
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments.</p></li><li><p>
Demonstrates a positive attitude and builds customer focused relationships with staff.</p></li><li><p>
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.</p></li><li><p>
Reports to work when scheduled and on time.</p></li><li><p>
Learn and proficiently use various carrier websites and quoting/renewal procedures.</p></li><li><p>
Develops and maintains positive relationships with insurance carriers and vendors.</p></li></ul></div></div><div><div><ul><li><p>
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.</p></li><li><p>
Attends scheduled agency and carrier meetings.</p></li><li><p>
Maintains current agent license, certifications, and CE requirements for each renewal period.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities Required:</b></p></div><div><ul><li><p>
Must have valid driver&rsquo;s license.</p></li><li><p>
Must have a friendly positive attitude and strong communication skills.</p></li><li><p>
Must show leadership and excellent customer service.</p></li><li><p>
Strong attention to detail and ability to meet deadlines.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills.</p></li><li><p>
Excellent organizational and follow-up skills.</p></li><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must have the ability to organize and perform sales presentations to individuals and small groups.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities, and Worker Characteristics:</b></p></div><div><ul><li><p>
Enhanced knowledge of commercial property &amp; casualty coverages and ability to apply that knowledge in the performance of job duties.</p></li><li><p>
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.</p></li><li><p>
Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.</p></li><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.</p></li></ul></div></div><div><div><ul><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must always present themselves in a professional manner.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.</p></li><li><p>
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.</p></li></ul></div><p></p><div><p><b>
Education and Experience:</b></p></div><div><ul><li><p>
High school diploma or equivalent.</p></li><li><p>
Associate or Bachelor&rsquo;s Degree in Business, Finance, or Marketing is preferred.</p></li><li><p>
Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission revenue; developing and implementing sales and marketing plans; knowledge of commercial lines property &amp; casualty insurance products and marketplace preferred but not required; working understanding of carrier products and underwriting disciplines preferred but not required.</p></li><li><p>
Must have required insurance licenses or willing to obtain within 60 days.</p></li><li><p>
Willingness to acquire further certifications or state license if required.</p></li></ul></div><p></p><div><p><b>
Physical Requirements:</b></p></div><div><ul><li><p>
This position is classified sedentary/light and requires the ability to sit for long periods of time.</p></li><li><p>
Visual requirements include: ability to see detail at near range with or without correction.</p></li><li><p>
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.</p></li></ul></div><p></p><div><p><b>
Working Conditions:</b></p></div><div><ul><li><p>
The duties of this position are normally performed outside of Midwest Heritage with some office work. This is a fast paced work environment.</p></li><li><p>
There is frequent pressure to meet deadlines and handle multiple projects in a day.</p></li></ul></div></div><div><div><ul><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
25-50% Travel</p></li></ul></div><p></p><div><p><b>
Equipment Used to Perform Job:</b></p></div><div><p>
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.</p></div><p></p><div><p><b>
Contacts:</b></p></div><div><p>
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage</p></div><p></p><div><p><b>
Confidentiality:</b></p></div><div><p>
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.</p></div><div><p>
In the performance of their respective tasks and duties all employees are expected to:</p></div><div><ul><li><p>
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.</p></li><li><p>
Perform quality work within deadlines.</p></li><li><p>
Interact professionally with other employees, customers and suppliers.</p></li><li><p>
Work effectively as a team contributor on all assignments.</p></li><li><p>
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.</p></li></ul></div></div></div>

Commercial Lines Account Executive

Insurance Office of America

<div><p><b>Job Description:</b></p><p></p><div><div><p><b>
Title: Account</b><b> </b><b>Associate</b><b> </b><b>- Commercial Lines</b></p></div><p></p><div><p><b>
Work Mode: </b>Fully remote for candidates located in the Northeast<b>| Location/Supporting:</b><b> </b>Cherry Hill, NJ office<b> </b><b>| Book Focus:</b><b> </b>General Book, Real Estate, Habitational</p><p><br>
<br>
<i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i></p></div><div><p><br>
<br>
<b>About the Role</b><b>:</b> Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.</p></div><div><p><br>
<br>
<b>Key Responsibilities:</b></p></div><div><ul><li><p><b>
Team Support:</b> Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.</p></li></ul></div><div><ul><li><p><b>
Office Support:</b> Assist with general office tasks and administration.</p></li></ul></div><div><ul><li><p><b>
Policy Processing:</b> Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.</p></li></ul></div><div><ul><li><p><b>
Task Management:</b> Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.</p></li></ul></div><div><ul><li><p><b>
Data Management:</b> Maintain accurate and up-to-date data in agency systems.</p></li></ul></div><div><ul><li><p><b>
Activity Monitoring:</b> Ensure timely completion of tasks and activities.</p></li></ul></div><div><ul><li><p><b>
Communication:</b> Keep the account team informed of workload status and any issues.</p></li></ul></div><div><ul><li><p><b>
Service Excellence:</b> Provide proactive and responsive service.</p></li></ul></div><div><ul><li><p><b>
Performance Monitoring:</b> Ensure productivity and quality standards are met.</p></li></ul></div><div><ul><li><p><b>
Promote Culture:</b> Participate in team building and promote a positive work environment.</p></li></ul></div><div><ul><li><p><b>
Continuous Improvement:</b> Seek and adopt best practices.</p></li></ul></div><div><ul><li><p><b>
Compliance:</b> Stay updated on company policies and procedures.</p></li></ul></div><div><ul><li><p><b>
Professional Development:</b> Enhance technical skills and industry knowledge.</p></li></ul></div><div><ul><li><p><b>
Relationship Building:</b> Foster positive relationships with colleagues and leadership.</p></li></ul></div><div><ul><li><p><b>
Champion IOA Values:</b> Demonstrate integrity and leadership.</p></li></ul></div><div><p><br>
<br>
<b>Ideal Candidate</b><b> </b><b>Qualifications:</b></p></div></div><div><div><ul><li><p>
2+ years of commercial insurance experience</p></li></ul></div><div><ul><li><p>
Thorough knowledge of insurance brokerage and client needs</p></li></ul></div><div><ul><li><p>
Required active licensing strongly preferred</p></li></ul></div><div><ul><li><p>
Strong analytical, problem-solving, and decision-making skills</p></li></ul></div><div><ul><li><p>
Exceptional customer service, communications. multitasking, and organizational skills</p></li></ul></div><div><ul><li><p>
Proficiency in MS Office (Outlook, Word, Excel)</p></li></ul></div><div><ul><li><p>
High School Diploma (or equivalent)</p></li></ul></div><div><p><br>
<br>
<b>What We Offer:</b></p></div><div><ul><li><p>
Competitive salaries and bonus potential</p></li></ul></div><div><ul><li><p>
Company-paid health insurance</p></li></ul></div><div><ul><li><p>
Paid holidays, vacations, and sick time</p></li></ul></div><div><ul><li><p>
401K with employer match</p></li></ul></div><div><ul><li><p>
Professional growth and career progression opportunities</p></li></ul></div><div><ul><li><p>
Respectful culture and work/family life balance</p></li></ul></div><div><ul><li><p>
Community service commitment</p></li></ul></div><div><ul><li><p>
Supportive teammates and a rewarding work environment</p></li></ul></div><div><p><br>
<br>
<b>What</b><b> </b><b>to Expect</b><b> </b><b>(Application Process)</b><b>:</b></p></div><div><ul><li><p>
30-Minute Phone Screen, Online Assessments, and Interview(s)</p></li></ul></div></div><p></p><p><b>
Salary Range</b></p><p>
The expected pay range for this position is $24.00 to $26.00 per year, depending on experience, relevant skills, and geographic location.</p><p></p><p>
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p></div>

Account Associate - Commercial Lines

NFP Corp

<p></p><div><h3 class="jobSectionHeader"><b>Commercial Lines Account Manager (NC hybrid/remote)</b></h3>
<p>Morristown, NJ, US</p><br>
<div></div>
<p></p><p><b>Who We Are:
</b></p><p>NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.</p>
<p><b>Job Summary:</b></p>
<p>This is a full-time, exempt, support position assisting the Account Team in the management of the existing BOB with emphasis in full retention responsibility. The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will manage and control relationships with clients in collaboration with Producers and/or Account Executives. Daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem-solving, renewal control, preparation of quotes/proposals, binding coverage, and claim reporting and follow-up. You will assist Producer(s) with the above functions as needed. You should have P&amp;C experience and an active P&amp;C license. Have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood.</p>
<p><b><i>This is a full-time position, ideally working hybrid from either our Charlotte, NC office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule.</i></b><b><i> </i></b><b><i>When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift</i></b></p>
<p><b>Job Goals:</b></p>
<ul><li>Give the most prompt, accurate, and courteous service that customers have ever received&hellip;anywhere.</li>
<li>Increase revenue by rounding out commercial lines accounts. Negotiate pricing and coverage terms in the client&rsquo;s best interest.</li>
<li>Develop relationships that lead to new business sales.</li>
</ul><p><b>Essential Core Duties and Responsibilities</b></p>
<ul><li>Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations.</li>
<li>Provide consistent, accurate, timely, and pertinent communication to clients.</li>
<li>Resolve/assist with any service issues/questions.</li>
<li>Assist clients in making appropriate coverage changes, making each contact a marketing opportunity.</li>
<li>Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly.</li>
<li>Respond to clients&rsquo; needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time.</li>
<li>Monitor and review client satisfaction.</li>
<li>Electronically document all communication with clients.</li>
<li>As appropriate, market, negotiate, prepare and analyze alternative renewal options.</li>
<li>Develop written, graphic, and electronic renewal materials as appropriate.</li>
<li>Follow established agency procedures for effective utilization of agency management system.</li>
<li>Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training.</li>
<li>Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc).</li>
<li>Assist with or complete other tasks as directed by agency management.</li>
</ul><p><b>Job Specifications/Requirements:</b></p>
<ul><li>Property and casualty insurance license upon hire is required.</li>
<li>At least 2 years of experience in commercial lines insurance, with an understanding of underwriting, coverage and rate analysis.</li>
<li>In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters.</li>
<li>Strong written and verbal communication skills.</li>
<li>Ability to prioritize and self-manage workload.</li>
<li>Proficiency in Microsoft Word and Excel.</li>
<li>EPIC experience is preferred, but will consider other agency management system experience.</li>
<li>If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices.</li>
<li><p>When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.</p>
</li></ul><p><b>What We Offer:</b></p>
<p>We&rsquo;re proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 &ndash; $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.</p>
<p><b>NFP and You&hellip; Better Together!</b></p>
<p><i>NFP is an inclusive Equal Employment Opportunity employer.</i></p></div><p></p>

Commercial Lines Account Manager (NC hybrid/remote)

Alera Group

<div>Overview:<div></div><div><b><br>
Commercial Lines Account Manager &ndash; Property &amp; Casualty</b><br>
<b>Location:</b> Remote</div><div></div><div><br>
At Alera Group, our Property &amp; Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We&rsquo;re seeking a <b>Commercial Lines Account Manager</b> who will support risk strategy, client service excellence, and operational accuracy.</div><div></div><div><b><br>
About Alera Group</b><br>
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients&rsquo; success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.</div><div></div><h2 class="jobSectionHeader"><b><br>
Why Alera Group</b></h2><ul><li><div><b>
Meaningful Impact:</b> Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction</div></li><li><div><b>
Growth &amp; Learning:</b> Opportunities to deepen your expertise and gain exposure to a variety of clients and industries</div></li><li><div><b>
Collaborative Culture:</b> Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way</div></li></ul>
Responsibilities:
<div></div><div><h2 class="jobSectionHeader"><b>
What You&rsquo;ll Do / Your Impact</b></h2><h3 class="jobSectionHeader"><b>
Client Partnership &amp; Risk Strategy</b></h3><ul><li>
Support commercial insurance clients by providing timely, professional, and solutions‑oriented service</li><li>
Build and maintain long‑term client relationships through consistent communication and follow‑through</li><li>
Coordinate with Producers and the Commercial Sales team to support client needs and service strategy</li></ul><h3 class="jobSectionHeader"><b>
Operational Excellence</b></h3><ul><li>
Manage day‑to‑day servicing of commercial client accounts in accordance with agency procedures, including:<ul><li>
New business setup and onboarding</li><li>
Renewal processing and service support</li><li>
Endorsements intake, processing, and follow‑up</li><li>
Cancellations and audits</li><li>
Billing, financing, and payments</li><li>
Certificates, Evidence of Insurance, schedules, and auto ID cards</li></ul></li><li>
Perform all work in compliance with company policies, procedures, and applicable insurance regulations</li><li>
Maintain accurate documentation and records within the agency management system</li><li>
Communicate with internal and external customers in a friendly, professional, and patient manner</li></ul><h3 class="jobSectionHeader"><b>
Strategic Contribution</b></h3><ul><li>
Provide an exceptional customer experience with a focus on client retention and satisfaction</li><li>
Address customer concerns promptly and escalate issues as needed to the Commercial Lines Team Leader or Producers</li><li>
Support team goals by collaborating effectively with colleagues and contributing to a positive service culture</li></ul></div><br>
<div></div>
Qualifications:
<div></div><div><h2 class="jobSectionHeader"><b>
What You Bring</b></h2><h3 class="jobSectionHeader"><b>
Required</b></h3><ul><li>
Minimum of 3 years of commercial insurance experience</li><li>
Active Property &amp; Casualty insurance license</li><li>
Strong customer service and relationship‑management skills</li><li>
Ability to work independently while managing multiple priorities</li><li>
Strong communication skills and attention to detail</li></ul><h3 class="jobSectionHeader"><b>
Preferred</b></h3><ul><li>
Experience using Applied Epic or similar agency management systems</li><li>
Experience working in a collaborative, team‑based insurance environment</li></ul><h2 class="jobSectionHeader"><b>
Core Competencies</b></h2><ul><li>
Detail orientation</li><li>
Accountability and follow‑through</li><li>
Collaborative mindset</li><li>
Client‑first thinking</li><li>
Strong organization and time management</li><li>
Professional communication</li></ul></div><br>
<div></div>
Additional Information:
<div><b>
Compensation:</b><br>
Hourly range: $28 &ndash; $38 per hour. Compensation within this range will be determined based on experience and qualifications.</div><div></div><div><b><br>
Benefits:</b><br>
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.</div><div></div><div><b><br>
Work Model:</b><br>
This role is <b>Remote</b><b>&mdash;</b><b>p</b>reference for MD, DE, PA, VA, or candidates residing in the Eastern Timezone.</div><div></div><h3 class="jobSectionHeader"><b><br>
Professional Development &ndash; Alera Group Academy</b></h3><div>
At Alera Group, growth isn&rsquo;t left to chance. Through <b>Alera Group Academy</b>, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.</div><div>
You&rsquo;ll have access to:</div><ul><li><div>
Role-specific learning paths</div></li><li><div>
Leadership development programs</div></li><li><div>
Technical and compliance training</div></li><li><div>
Industry certifications and continuing education support</div></li><li><div>
Peer learning and knowledge-sharing communities</div></li></ul><div>
Whether you&rsquo;re deepening technical expertise or preparing for leadership, we&rsquo;re invested in helping you grow.</div><h3 class="jobSectionHeader"><b>
Licensure &amp; Certifications (If Applicable)</b></h3><div>
This position may require:</div><ul><li><div>
Active <b>Property and Casualty license</b></div></li><li><div>
Ability to obtain required licensure within the agreed upon timeline.</div></li><li><div>
Ongoing continuing education to maintain active status</div></li></ul><p>
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.</p><div><br>
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.</div><div></div><div><br>
#LI-AM1</div><div>
#LI-Remote</div></div>

Relation Insurance Services

<div><p><b>WHO WE ARE</b></p><p></p><p>
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.</p><p><b><br>
WHAT WE&rsquo;RE LOOKING FOR</b></p><p></p><p>
The Account Coordinator, National Accounts is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to Relation&rsquo;s largest, most complex client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.</p><p></p><p><b>
A GLIMPSE INTO YOUR DAY</b></p><ul><li>
Serves as a point of contact for Relation&rsquo;s largest, most complex clients. Monitors client questions, provides recommendations in partnership with the National Accounts Account Management Team on appropriate coverage changes and/or contractual requirements.</li><li>
Identifies, researches and provides resolution for standard client issues.</li><li>
Provides support to the National Accounts Account Management team in the remarketing of renewals to ensure a high level of account retention. Creates proposals as directed by the Account Manager.</li><li>
May review policies received from carriers to ensure accuracy to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications.</li><li>
Facilitates the prompt response from carriers in an effort to work toward a settlement of all claims.</li><li>
Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the National Accounts Account Management team. Proactively communicates with client any significant audit differences.</li><li>
Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company&rsquo;s financial equity at the direction of the National Accounts Account Management team.</li><li>
Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.</li><li>
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul><p></p><p><b>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE</b></p><ul><li>
High School Diploma or equivalent. Four-year degree preferred.</li></ul><ul><li>
Minimum 2+ years of client service experience in the insurance industry with a focus on commercial lines.</li><li>
A Property and Casualty License from state of domicile is required and must be maintained.</li><li>
Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.</li><li>
Bilingual (Spanish/English) a plus or a must in some locations.</li><li>
3+ years&rsquo; experience in Customer Service with preference given to individuals with commercial lines experience preferred.</li><li>
In-depth understanding of commercial lines of coverage.</li><li>
Strong analytical and mathematical skills.</li><li>
Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li><li>
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li><li>
Must be able to understand written and oral communications and interpret information written within policies.</li><li>
Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.</li><li>
Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li><li>
Must have a valid driver&rsquo;s license, the ability to travel to client sites and a reliable source of transportation.</li></ul><p></p><p><b>
WHY CHOOSE RELATION?</b></p><ul><li>
Competitive pay.</li><li>
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li><li>
Career advancement and development opportunities.</li></ul><p>
.</p><p></p><p><b>
Note: </b>The above is not all encompassing of the full position description.</p><p></p><p><b>
Relation Insurance Inc.</b> provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</p><p></p><div><p>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.</p><p><br>
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</p></div><p></p><p>
.</p><p></p>
$16.83 - $39.90</div>

Account Coordinator, National Accounts - Commercial Lines

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