About the role

  • Account Manager at Theodore & Associates managing client relationships and navigating complex insurance requirements. Located in a hybrid work environment focusing on client retention.

Responsibilities

  • Manages client relationships and assists with technical and complex insurance needs
  • Serves as main point of contact for the client
  • Addresses client questions and provides guidance on appropriate coverage changes
  • Assists with the strategic design of insurance plans for clients
  • Acts as field underwriter and authorized representative of insurance carriers
  • Oversees the preparation of proposals for the client
  • Supports client needs by accurately producing binders, certificates, policies, endorsements, and other related items
  • Facilitates the prompt response from carriers and their staff for claim settlements

Requirements

  • College degree preferred
  • 3-5 years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required
  • Bilingual (Spanish/English) a plus or a must in some locations
  • Strong analytical and mathematical skills
  • Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
  • Excellent written and verbal communications skills are required

Benefits

  • Flexible work from home options
  • Career advancement in a growing field
  • Opportunity to make a difference in the community
  • Job stability and strong compensation

Job title

Commercial Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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