Account Manager

Swingle Collins & Associates is seeking high-achieving, detail oriented Account Managers to join our Agency in the Commercial line of business. If you are an individual that understands the importance of customer service, team, and knowledge; as well as value the ability of acting with agility and flexibility as we grow our independent organization, we are interested in learning more about your background!

Requirements

  • A minimum of 5 years as an Account Manager, along with understanding of Commercial Property & Casualty insurance coverages, underwriting and rating concepts.  (Real estate/property coverage experience a plus)
  • Hands on experience – Applied Epic agency management system or similar insurance management system
  • Proficiency in MS Office
  • High School Graduate (College degree – preferred or related work related experience)
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.

You will be working with the following Activities in our Insurance Agency Management System:

  • Client Relationships
  • Policy & Coverage Questions
  • Process Cancellation & Reinstatement (once policy is cancelled)
  • Claims
  • Adding Clients
  • New Business Workflow
  • Renewal List Management
  • Renewal Workflow Marketed
  • Accounts Receivable Management

*This position also has Mastery of the Services and Assistant Account Manager activity skills as well

Benefits:

  • Comprehensive Company health insurance (Company pays health premium for employee)
  • 401K plan with a discretionary company match
  • Paid Time Off
  • Training CE classes on and off site

If you are interested in discussing a future opportunity or possibly a different type of role, we welcome a connection to learn more about your background!

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