Now Hiring - Commercial Insurance Account Manager in Naperville, IL

Commercial Lines Insurance Account Manager

About Us

Presidio, an insurance and financial strategies firm located in Naperville, is in search of a Commercial Line Insurance Account Manager. As a Commercial Lines Insurance Account Manager, you will provide administrative support in obtaining, maintaining, expanding and servicing accounts and in maintaining excellent relationships between clients, customer service managers, producers and insurers.

Presidio values diversity in its workforce and invites team member contributions in workplace policy and business strategies. We invite you to consider Presidio if you're looking to move from a smaller agency to a more diversified environment or want to migrate your sales acumen and client knowledge to customer service.

Together, we deliver the most personalized commercial insurance services. Our value proposition to clients includes our wide selection of carriers, policies, products, and consulting services backed by the top-quality Claims Team to guarantee effective client service through any of our client's needs. To continue our growth in client service, we're seeking motivated, detail-oriented people to join our team in Naperville, IL. Our company occupies the 9th floor of a Presidio-branded building overlooking the I-88 corridor west of Chicago.

Join the cohesive team at Presidio and thrive in an environment where team members celebrate each other's success. Presidio offers a unique team environment both in the office and working from home. Our dynamic team has thrived on continued support from all team members to share one another's knowledge and expertise to help the organization achieve its goals. Our team members strive with transparency and shared commitment to creating the best service for our clients. Presidio values all its team members and encourages limitless growth, opportunity, and diversity.

Work Model & Benefits

Our business model includes work-from-home options (typically 2-3 days in the office) and continual training to stay on top of key changes in the insurance industry. Our training program is the foundation of every associate's success. Account Executives and the service teams share knowledge and tactics in working with carriers, learning the agency system, and providing exceptional client service.

All our associates receive excellent benefits, including:

Medical PPO, AMO + HSA, Dental, Vision, Disability, Life Insurance ID Theft and Cyber protection, Pet Insurance, four weeks of PTO And 5 Sick Days. Office 3 days WFH 2 days.

Essential Duties and Responsibilities:

• Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts.
• Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries. Accuracy is critical.
• Respond to client inquiries, incoming mail, company request, and risk management team member needs on a timely basis.
• Collect renewal data on assigned accounts, visiting clients if necessary.
• Review and order renewals according to agency procedures.
• Survey policy coverages and identify cross-selling and upgrading opportunities.
• Review, analyze, and submit applications to team members whether it be Presidio or insurance carriers.
• Follow agency’s underwriting guidelines.
• Adhere to agency’s policies and procedures.
• Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
• Collaborate with Presidio Team Members, including the Claims Team if needed, in accord with Presidio’s best practices.
• Ability to handle other assignments and duties as directed.
• Contract and coverage analysis.
• Ability to problem solve, as well as taking initiative as needed.
• Find coverage solutions for clients, as directed or as needed.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• Associates Degree or minimum 2-3 years relevant working experience required.
• Illinois Property & Casualty license and/or Life and Health insurance license, preferred.
• Preferred prior insurance experience as an Account Manager.

Technology Skills:

• EPIC or similar agency management software experience, preferred.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) is required.

Other Qualifications:

• Able to receive and apply instruction, as well as mentoring.
• Ability and willingness to learn both direct job requirements and tasks, as well as have an interest in earning specific insurance industry certifications.
• Able to work independently.
• Ability to contribute to a collaborative environment through teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
• Takes initiative and is self-motivated.
• The ability to multi-task, prioritize, work independently, and complete tasks within the time allotted for completion.
• Exercise discretion involving sensitive information.
• Ability to maintain a professional demeanor and positive attitude.
• Strong analytical and problem-solving skills.
• Good writing skills. Able to compose professional correspondence, whether emails or letters.

We offer a competitive salary with excellent benefits package including: health, dental, life, 401(k), generous PTO plan and more. Interested candidates to be considered for this position email resume with salary history and requirements. EOE

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

COVID-19 considerations:
We have implemented a flexible work schedule in which employees can work 2 days a week from their home office. Social distancing, deep cleaning, and mask mandates still remain for those who have not been vaccinated.

Education:

• Associate (Preferred)

Experience:

• Applied Epic Agency Management System: 1 year (Preferred)
• P&C Insurance: 2 years (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: One location