Job Description

The Account Manager, in cooperation with our Producers, play an important role in the consultative approach that UBI (Trucordia Company) utilizes. You would be responsible for assisting new and renewal clients in this endeavor.

Unique Duties/Responsibilities: Essential Functions include all aspects of Managing the assigned Commercial Clients including the following as well as any other duties may be assigned necessary to perform the duties of the role.

• Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
• Manage Marketing of renewals, endorsements, audits and cancellations
• Through service touch points, review current coverage, recommend changes in coverage or markets, and actively solicit rounding out of accounts
• Assist Producers in their delivery of commitments to clients
• Initiate renewal reviews and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues
• Remarketing of a renewal to provide best option(s) available to client in current market conditions
• Maintain client accounts on agency automation system AMS360, document conversations, properly attach documents in Epic, send confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner.

Miscellaneous:

• Participate in seminars and other training for knowledge and skill development
• Perform other duties and special projects at Management’s request
• Assist in developing efficiencies in automation and paper flow
• Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures
• Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency. This is typically an in house position.

Qualifications

• Experience working with AMS360 preferred and a solid understanding of commercial insurance lines.
• Strong organizational skills with the ability to manage workflow in a fast-paced environment.
• Proficient in client servicing and communication, both written and verbal, with a focus on responsiveness.
• Working knowledge of certificate issuance and management, including meeting contract requirements.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Compensation: Beginning base salary starting at $70,000, with potential for a higher offer based on experience and qualifications, subject to internal approval.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.