Job Posting for Insurance Account Manager II at Clements Worldwide

We are seeking an Account Manager II aka Insurance Account Manager II who will be responsible for ensuring that client needs are met while working collaboratively with our Commercial Insurance (CI) Sales Executives to achieve the highest level of client service. Account Managers are responsible for maintaining and growing our book of business in our International CI Department at Clements Worldwide. This position is being offered as Fully Remote or Hybrid depending on your location and approval by Human Resources (HR).

Salary Range: $65K - $70K, Full-time (37.5 hours weekly) - Salary

Before we go any further, we do have some deal-breakers. You must have:

3 years experience in a Commercial Insurance (CI) Account Management role
have an active license in Property and Casualty (P&C) in at least one state
willingness to get a Life and Health (L&H) license within 90 days of hire if not already obtained
if approved for fully remote work, ability to be in the DC office once a quarter
if approved for hybrid work, ability to be in the DC office two days each week
proficiency in Microsoft Office suite of products (specifically Excel and Outlook)
legal authorization to work in the United States

Essential Duties and Responsibilities (includes, but not limited to):

serve as a partner, client contact and respond to their needs in a timely and professional manner to improve the client experience
resolve billing issues, make policy changes, issue certificates of insurance while using multiple systems, agency standards and workflows
manage the renewal process to include submissions of policy applications, obtaining quotations, checking policies for accuracy, agency bill invoicing, review of renewal terms and conditions
ensure maximum retention of assigned accounts and keep accurate and detailed records of lost accounts
understand and adapt to the uniquely combined carrier and agency mentality of our business model
maintain up to date account status of activities, booked, and to-be booked policies to provide management on a weekly basis
respond to client inquiries via phone, email, and in-person meetings while demonstrating the highest level of client service and professionalism
partner with Commercial Insurance (CI) Sales Executives, Producers and Business Developers to provide organizational and technical support
complete monthly, quarterly, or annual audits in a timely fashion per the terms set forth by underwriting (Policy specific)
visually participate in client meetings and attend to client needs on camera, depending on the client and Insurance Producer these meetings are mainly for renewal meetings, general touchpoints, normally producer lead and provide support as an Account Manager
manage all endorsement processing and claims facilitation as needed, ie. submit health insurance census changes to carrier, add and remove auto policies, determining coverage gaps through contract reviews, and any other type of account managing in the Commercial Insurance department
provide high-level service to clients using a consultative approach and relationship building such as client visits, timely inquiry responses, utilization of product knowledge, and participation in client meetings
utilize and maintain the agency management systems per the department’s Standard Operating Procedures (SOP) to provide an excellent client experience and prevent Error and Omission (E&O) incidents
travel both domestically and internationally when needed
maintain your Property & Casualty (P&C) and if needed Life and Health (L&H) in at least one state with the wiliness to be licensed in other states as needed for compliance purposes (paid by Clements Worldwide)
follow established protocols and policies established by your department, Human Resources or any department in which guidelines must be met
other responsibilities and duties may be assigned depending on department need

As we all know, compensation isn’t just the salary. Here are some of the benefits of working at Clements:

Comprehensive health, dental, vision, and prescription care
Annually front-loaded paid time off with unlimited rollover
Paid birthday holiday!
3 mental health days
10 paid company holidays
401K: 100% matching up to 5%
100% paid parental leave
"Dress for Your Day" dress code
Education assistance program: licenses, certifications, and continuing education
Life insurance: 1.5 times your annual salary
Short-term and long-term disability insurance
Flexible Spending Accounts
Company paid HRA

For full CCPA and GDPR policy visit: https://www.clements.com/privacy/privacy-policy/

Full Job Description Located: https://www.clements.com/careers/job-openings/?gh_jid=4864178004

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