Commercial Lines Account Technician

We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust. This is supported by our core beliefs that help us act as voice and one vision.

Rated the in the top 50 largest brokers in the region and consistently rated one of the best places to work. We work hard and play hard! We are the place to work that you thought didn't exist!

This position will deal with our mid-size accounts and handle a book of established business. The Account Technician is responsible for reviewing policies when they return from the carrier to ensure that they are accurate and complete. This person is also responsible for referring any opportunities for cross selling or upselling to the account manager. The Account Technician also works on some billing aspects of their book of business. The ideal candidate has worked in a similar role, with at least 1 year of experience in managing a commercial insurance book of business, as well as a P&C license. This position would come with a full benefits package, generous PTO and holiday time, and endless opportunities to develop. This is a remote role.

Position Focus:
Provide support to internal Commercial Lines teams in obtaining, maintaining, expanding and servicing accounts by underwriting all company products against Epic data
Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines
Resolve coverage/pricing discrepancies with insurance company
Maintain effective working relationships with current and prospective clients, producers, company and agency associates
Identify cross sell, account round, and up-sell opportunities refer gaps in coverage and other account deficiencies to Account manager
Support all initiatives as requested, guided by company values, sales culture, business needs and scorecard
Successful candidates ideally possess:
At least one year insurance experience in account servicing
Property/Casualty License (all lines)
Relevant knowledge of insurance products, documents and usages
Word and Excel skills are a must; Applied/EPIC experience is preferred
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Open to continuing education, college degree preferred
Positive attitude, even in a fast paced environment
A passion to achieve results, and the resourcefulness to do so
A passion to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision making skills
Precise communication skills, verbal and written, even under time constraints
Competitive salary, referral bonuses AND annual bonus eligibility
Great Benefits (Medical, Dental, Vision, Wellness– the works!)
Educational and growth opportunities
Generous PTO and 401K upon hire
Comfortable, family oriented culture
Office hours 8-4:30