P & C licensed Account Manager Job at TCG

TCG Bethesda, MD 20817

We are a fast paced, full service insurance brokerage in Bethesda Maryland, who is currently seeking a licensed, experienced Property and Casualty Commercial Lines Account Manager to join our team. Candidate MUST have direct agency experience.

EDUCATION/CERTIFICATION/LICENSURE REQUIREMENTS:

MUST have Active Property and Casualty license

MUST have direct agency experience

QUALIFICATIONS:

  • 5 or more years of Commercial Lines insurance industry experience
  • Ability to understand and effectively communicate information regarding property and commercial insurance
  • Proficient with carrier quoting sites, products and ratings
  • Analytical skills necessary to evaluate customer inquiries
  • Individual who is highly motivated, results-driven, and able to develop client relationships
  • Excellent verbal and written communication skills and comfortable interacting at all professional levels
  • Extreme attention to detail
  • Exemplary customer service skills
  • Demonstrates good organizational skills with the ability to multi-task and meet deadlines
  • Ability to maintain poise under pressure and take responsibility for actions
  • Competence with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
  • Experience with a CRM database (Applied Systems, TAM, or EPIC preferred)
  • Experience working closely with HR Managers a plus
  • Must have ability to scan and maintain electronic file organization in paperless office

DUTIES:

  • Provide professional support to Sales Team
  • Manage new and renewal P & C business
  • Accurately underwrite and rate new business and generate proposals
  • Complete binding requests & invoicing
  • Issue policies in Applied Systems EPIC
  • Process and review policy endorsements
  • Process Certificates of Insurance (COIs)
  • Work with insureds, brokers, insurance company underwriters and various insurance company departments (as applicable)
  • Contact insureds regarding cancellation notices and audits
  • Respond timely to calls from insureds (i.e. policy questions, premiums, audits, invoices etc.)
  • Process change requests and update in Applied Systems EPIC and with insurance companies
  • Prepare excel spreadsheets requested by customers
  • Maintain a follow up system
  • Reconcile company downloads
  • Process policy cancellations
  • Maintain accurate files and Applied Systems/EPIC database documentation

INTERESTED?

Email a cover letter and your qualifications telling us why you are the best person for this position. --NO recruiters. --NO phone calls.

Required :

  • MUST have Active Property and Casualty license
  • 5 or more years of Commercial Lines insurance industry experience

Job Type : Exempt, full-time salaried position (non-manager)

Salary/Perks

In addition to a competitive salary, the Capital Group also offers the following:

Employer-Paid Benefits

--Individual Health, life, short-term and long-term disability insurance (eligible to enroll on the 1st of the month after 30 days of employment)

--(HSA) Health Savings Account (employer funds $1,200 annual to offset low deductible of $1,300)

--10 days of paid leave and 8 paid holidays per year

--Company’s 401(k) plan (eligible to enroll on the 1st of the month after 30 days of employment)

--Free varied services through our (EAP) Employee Assistance Program

--Free gym membership next door

--Free covered garage parking

Other Benefits

--Family insurance coverage is available for an additional cost

--Optional dental and vision benefits available for pre-tax payroll deduction

INTERESTED?

Email a cover letter and your qualifications telling us why you are the best person for this position.

--NO recruiters. --NO phone calls.

Job Type: Full-time

Experience:

  • Property and Casualty Commercial: 5 years (Required)
  • Commercial Insurance at agency level: 5 years (Required)

License:

  • Property and Casualty License (Required)



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