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An environment that fosters growth.
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A company is only as good as the people behind it. We are always interested in meeting talented individuals who want to progress their careers and make a difference in our business.
We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well.
We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.
Customer Account Manager
Job Description
Are you looking for an amazing opportunity to grow your insurance career? Join us at Barnard Donegan Insurance!
Independent Insurance Agency is seeking a licensed Commercial Lines Account Manager to service a book of commercial insurance accounts. Must be able to provide professional customer service to agency’s clients. This insurance Account Manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the Commercial Lines Producers.
Note: Remote work is available for local candidates only. Must have demonstrated work ethic and employment stability for remote consideration.
Responsibilities
- Support and service a wide range of commercial lines accounts.
- Support agency producers with customer service-related tasks.
- Liaison between clients, producers and insurance company representatives.
- Assist with marketing renewals and account rounding for current clients to maintain client retention.
- Responding to inquiries, problem solving, and following up to ensure client satisfaction.
- Obtaining and ensuring current and accurate information and document it per agency standards.
- Recommending coverages, completing and submitting applications and related documentation to appropriate markets.
- Marketing, quoting and rating of new client business.
Requirements
- Property & Casualty Insurance License Required.
- Experience with Commercial, policies, Bond experience a plus.
- Minimum 7-10 years Independent Agency experience.
- Strong computer and technical skills, including agency management software experience, Vertafore software experience a plus. Knowledge of
- Microsoft Excel, Word and related software.
- Excellent written and verbal communication skills.
- Experience with high-net-worth clients is a plus.
- Transportation or Construction account experience preferred.
- Spanish speaking a plus.
Benefits
Work from Home Potential
Salary Based on Experience
Generous Benefit Package
Employer Paid
- Health Insurance
- Dental Insurance – Dependents
- Vision Insurance – Dependents
- Long Term Disability
- Long Term Care
- Life Insurance
Other Benefits
- Paid Time Off
- Health Savings Account/Flexible Spending Account
- 401k with Employer Contribution
- Short Term Disability
- Weekends Off
- Growth Opportunities/Professional Development
“The strong foundation and reputation that BDI has built where community, personal and career growth, and the importance of family and friendships are keys to success.”
– Rachel L.
“I feel that BDI is not just an employer they are truly family. This is reflective in how they treat you like a person not an employee. I have been with BDI just eight months, and I am especially grateful for BDI’s flexibility to work from home and attend family matters if necessary. I think the bonus for me is prayers and luncheons together. I am proud to say I work for BDI and grateful that I am still part of their family.”
– Diane
“I enjoy working at BDI because of the integrity and character that is expected of everyone. There is a family type atmosphere, but the focal point seems to be on providing quality service and advice to our clients. The culture is very supportive of serving the Lord, our families, and others in all areas of our lives. I really appreciate an attitude that looks beyond the bottom line of profit and seeks to serve others well. I am grateful for leadership that reflects Jesus well.”
– David K.
“Working at BDI is more than a job, you are not just an employee you are treated as family. BDI cares about you and provides great benefits for you and your family, which in my opinion speaks volumes.”
– Lesa B.
Application
We are passionate about serving our clients, developing our team of professionals, and giving back to our communities. If you are a committed professional with a passion for delivering unparalleled service, we are interested in hearing from you.
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Company Benefits
Join our team and enjoy these benefits as you take your career to the next level.
- 401(k)
- Dental
- Vision
- Medical
- Paid Vacation
- Paid Holidays
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- Fill out the form, we’ll be in touch.
- Go over your options with an agent.
- Get the coverage you need.