[Remote] Join Our Talent Community! - Commercial Lines Account Manager

Note The job is a remote job and is open to candidates in USA. The Liberty Company Insurance Brokers is a rapidly growing national insurance brokerage firm. They are looking to build a pipeline of experienced Account Managers for their Commercial Lines department, focusing on providing excellent service to clients and supporting company growth. Responsibilities Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals Prepare all change requests and review audits and policies for accuracy Set up and prepare new account files in account management system per agency procedures Invoice all agency bill transactions within 48 hours and collect premiums accordingly Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures Respond to all carrier memos and process any necessary updates Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders Review policies and related documents for accuracy and deliver policies to insureds as needed Work with producers to evaluate exposure, negotiate and interpret coverage, and review with clients as needed Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate Keep producers fully informed of all important activities on their accounts Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner Service Company and clients in a manner to avoid potential exposure to E&O claims Alert management of incidents that may require management assistance or approval Respond to phone calls and e-mails within an acceptable timeframe not to exceed 24 hours Process client requests (e.g. ID cards, certs, binders) within 24 hours of request Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in the account management system Utilize account management system suspense system to follow up on outstanding items in a timely manner to avoid overdue situations Prioritize workload and request assistance as necessary to reduce backlog Participate with management and other departments/personnel on special projects and other duties as needed Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars Participate in seminars and classes for skill and knowledge development Skills 3+ years' experience in commercial lines insurance Education requirement High school diploma or equivalent is required, college degree preferred Active DOI P&C License required Professional designation is a plus Knowledge of AMS360 OR Epic system or similar agency management system Good listening skills, attention to detail, and a positive attitude are essential Knowledge of commercial insurance and products Located in Pacific or Mountain Time Zones Applying for future consideration Benefits Competitive compensation A robust benefits package Paid time off Holiday pay Continued education support Company-sponsored programs to promote stress management and community involvement Company Overview The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years. It was founded in 1987, and is headquartered in Woodland Hills, California, USA, with a workforce of 501-1000 employees. Its website is https//www.libertycompany.com/.

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