Job Description

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ABOUT US….

Vigilant is a growing, innovative Customer Focused Risk Management firm that is looking for people who think that Insurance is more than Insurance…it's about being valuable partners with our customers and business partners. We are a diverse team with Partner offices in New England, Carolinas, and the Gulf Coast area. We strive to think, act and behave as people who desire to assist customers that want our help Protecting Their Lifetime Success, no matter what that is. If any of this seems exciting to you…read on!

WHAT WE OFFER YOU:

We have an Entrepreneurial culture, empowering our Team to make the best decisions for our customers and organization. We dare our staff to be amazing and think outside the box.

Here is what we offer:

• Competitive salaries and benefits offerings commensurate with Knowledge, Experience & Attitude
• Medical/dental/vision insurance stipend and voluntary insurance options
• 401k matching program
• Company paid Life
• Supplemental Life, Short-Term, and Long-Term Disability Options
• Paid Licensing Expenses and Continuing Education Expenses
• PTO Package - Vacation, Holiday, and Sick time off

REQUIREMENTS:

• Be willing to help in any situation by providing an upbeat and solutions-oriented attitude for our customers and co-workers
• Minimum of 1-4 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines
• Superior customer service and problem-solving skills
• Ability to work in a team environment, as well as independently
• Excellent written and verbal communications skills required
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
• Ability to work a regular, full-time work schedule
• Willing to continuously learn both professionally, and from our customers
• Strong communication and interpersonal skills, with the ability to build rapport with customers
• Experience in commercial account management with commercial construction clients is a plus
• Excellent problem-solving skills and the ability to think critically in high-pressure situations

EDUCATION, LICENSING, OR CERTIFICATION REQUIREMENTS

• College Degree preferred
• Currently licensed in good standing in required lines and states with all necessary CE credits
• Experience in EPIC agency management systems a plus
• Advanced professional designation desirable (e.g. AAI, ARM, CIC)

Client Relationship/Account Manager - Commercial Lines

This position manages a book of business in Commercial Lines with a high degree of independent discretion, autonomy, and decision-making. As a Client Relationship/Account Manager, it is important to provide professional and courteous service to our clients, carrier representatives, Underwriters, business partners, and colleagues.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Get to know our clients by finding out what's important to them. Serve as main point of contact for book of business.
• Provide exceptional customer service, addressing any inquiries or concerns promptly and effectively.
• Responsible for overall retention of accounts and assigned book of business on all aspects of client service, marketing, and renewals.
• Develop new business from existing accounts.
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Manage, organize, and conduct client meetings when necessary and identify opportunities for upselling or cross-selling.
• Acquire understanding of clients' insurance objectives and critically analyze and compare insurance plans to determine the suitability and may negotiate with Underwriters and carriers.
• Make appropriate recommendations to clients in response to industry shifts and changes independent of Manager approval.
• Collaborate with internal teams to ensure smooth implementation and delivery of services.
• Act as liaison between clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment to resolve and troubleshoot claims and billing issues.
• Stay up-to-date on industry trends, market conditions, and regulatory changes that may impact clients.
• Assist client with the claims process as needed.
• Perform other duties and projects as assigned.

Experience:- Proven experience in a customer service or account management role.- Strong communication and interpersonal skills, with the ability to build rapport with clients.- Excellent problem-solving skills and the ability to think critically in high-pressure situations.- Proficiency in using CRM software and other relevant tools to manage client accounts.

Note: This is intended to provide a general overview of the position. Other duties may be assigned as needed to meet the ongoing needs of the organization.

Job Type: Permanent

Pay: $65,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

License/Certification:

• Insurance Producer License (Required)

Work Location: Hybrid remote in Daphne, AL 36526

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