Commercial Insurance Account Manager
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Job Description
Embark on a career at Evarts Tremaine, where your dedication and drive extend beyond routine tasks and job responsibilities. Here, you’re not merely an employee; you’re a pivotal force, shaping outcomes for our clients, enriching our community, elevating our team, and redefining the industry.
Our foundation rests on six core values: Integrity, Authenticity, Innovation, Knowledge, Teamwork, and, yes, FUN! Every policy, interaction, and decision we make echoes these principles, and as a member of our team, you’ll be at the forefront of the industry’s innovation and evolution.
The Role:
- 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.
Requirements:
- 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
The Perks:
- 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)
Join us. Propel your career, embrace balanced living, and work alongside a passionate team at Evarts Tremaine.
Apply today and become part of our enduring legacy.