Commercial Insurance Account Manager
Evarts Tremaine
- Cleveland, OH
- Permanent
- Full-time
- Serve as the crucial day-to-day contact for our Middle Market commercial clients
- Seamlessly perform account transactions, ranging from applications, quotes, and proposals to summaries, binders, and billing.
- Not only respond to but anticipate client inquiries, ensuring correspondence meets our high standards.
- Survey policy coverages and unearth opportunities for cross-selling and upselling.
- Maintain comprehensive client files in our top-tier agency management system, ensuring all transactions, notes, and diaries are inputted and up-to-date.
- Current Ohio Property & Casualty Insurance License
- A college degree is desirable, as are certifications like CISR, AU, CIC, or CPCU
- 3-5 years of hands-on experience in account management for commercial lines insurance
- Proven expertise in binding, quoting, and issuing coverage online
- Competitive salary with opportunities for growth and merit-based raises
- Work/life balance with hybrid remote flexibility
- 100% paid premiums for Medical, Life, and Long-Term Disability insurance
- Optional Dental & Vision plans
- 401(k) plan with employer match
- Tuition reimbursement and access to industry designation bonus programs
- Complimentary membership to an on-site fitness center
- Enjoy safe, convenient, well-lit, and supervised parking
- Delicious, healthy lunches from HarvestOwl
- Paid holidays and generous PTO
- Volunteer opportunities to give back to the Cleveland community
- A supportive, team-first culture driven by the Entrepreneurial Operating System (EOS)