Job Description

About ECBM

ECBM is a family-owned and operated insurance broker and consulting firm based in Media, PA. We specialize in high-risk industries that require dedicated, client-based broker services in the areas of Commercial Insurance, Workers’ Compensation, Employee Benefits, Cyber Liability, Professional Liability, Farm & Agriculture, and Personal Insurance. Founded in 1970, our mission is to put people- our clients and employees- first. As a privately-owned company, our motto has always been: "No Shareholders, Just Transparency."

ECBM operates on three main core values: Empathy, Energy and Tenacity. We test every employee who works here for these three core values because employees must have Empathy to care about our clients, Energy to provide the level of service we require, and Tenacity to go that “extra mile” to solve our clients' challenges.

In addition to caring for our clients, we also take pride in caring for our employees. We’ve been a Best Place to Work in Insurance recipient for the last eight years, and the average length of service for our employees is 11 years.

About the Role

ECBM is looking for an Account Manager to join our team. This person will lead in the retention of existing accounts and assist in the production of new business. They will provide in-house customer service to clients as assigned, assist in the daily operation of the department, and provide support to the Producers/Manager. This will work to provide insurance solutions that will enhance our client’s insurance program.

Responsibilities

• Responsible for the retention of existing accounts and assistance in the sale of new business.
• Assist in marketing of accounts/risks, review of quotes for accuracy, and prepare proposals.
• Bind coverage on new and/or remarketed business; send applications and forms to clients and follow up for signed applications.
• Check new and renewal policies for accuracy and forward policies to client.
• Prepare quotes and rewrite applications for book roll at least 45 days prior to renewal. Secure and submit required renewal underwriting information.
• Receive phone calls from clients, carriers and other sources pertaining to a client’s file
• Complete client Insurance Summaries when requested 
• Discuss policy changes and additions with clients.
• Process the policy change through the carrier website or via email communication
• Maintain agency management system for our clients.
• Follow up on all late pay premium notices with the client.
• Provide assistance with claim and in their resolution, as is necessary.
• Process daily download.
• Process renewals, binders, ID cards, invoicing and other documentation.
• Actively solicit account rounding – new lines and new coverage and coverage increase.
• Actively seek referrals from the current client base to solicit new business prospects.

Qualifications

• College degree preferred, but high school diploma or equivalency required.
• Valid property and casualty insurance license required.
• Knowledge or experience with PL/Farm owner/Business products and markets.
• Excellent organizational and prioritizing abilities.
• Knowledge of AMS, Applied or other agency management systems.
• Experience with Personal Lines rating.
• Pleasant and professional phone manner and face-to-face presence.

· Excellent verbal and written communication skills

Benefits

• Competitive Pay
• Health and Welfare Programs Including Medical, Dental, and Vision Insurance
• Retirement and Income Protection Programs, including a 401k plan
• Work/Life Balance Including PTO, Holidays and Remote work opportunities
• Career Advancement Opportunities

Job Tags

Similar Jobs