Now Hiring - TCG Group Holdings, LLP - Financial Services P & C licensed Account Manager in Bethesda, MD

Full description of the position

We are a fast paced, full service insurance brokerage in Bethesda Maryland, who is currently seeking a licensed, experienced Property and Casualty Commercial Lines Account Manager to join our team. Candidate MUST have direct agency experience.

EDUCATION/CERTIFICATION/LICENSURE REQUIREMENTS:

MUST have Active Property and Casualty license

MUST have direct agency experience

QUALIFICATIONS:

• 5 or more years of Commercial Lines insurance industry experience
• Ability to understand and effectively communicate information regarding property and commercial insurance
• Proficient with carrier quoting sites, products and ratings
• Analytical skills necessary to evaluate customer inquiries
• Individual who is highly motivated, results-driven, and able to develop client relationships
• Excellent verbal and written communication skills and comfortable interacting at all professional levels
• Extreme attention to detail
• Exemplary customer service skills
• Demonstrates good organizational skills with the ability to multi-task and meet deadlines
• Ability to maintain poise under pressure and take responsibility for actions
• Competence with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
• Experience with a CRM database (Applied Systems, TAM, or EPIC preferred)
• Experience working closely with HR Managers a plus
• Must have ability to scan and maintain electronic file organization in paperless office

DUTIES:

• Provide professional support to Sales Team
• Manage new and renewal P & C business
• Accurately underwrite and rate new business and generate proposals
• Complete binding requests & invoicing
• Issue policies in Applied Systems EPIC
• Process and review policy endorsements
• Process Certificates of Insurance (COIs)
• Work with insureds, brokers, insurance company underwriters and various insurance company departments (as applicable)
• Contact insureds regarding cancellation notices and audits
• Respond timely to calls from insureds (i.e. policy questions, premiums, audits, invoices etc.)
• Process change requests and update in Applied Systems EPIC and with insurance companies
• Prepare excel spreadsheets requested by customers
• Maintain a follow up system
• Reconcile company downloads
• Process policy cancellations
• Maintain accurate files and Applied Systems/EPIC database documentation

INTERESTED?

Email a cover letter and your qualifications telling us why you are the best person for this position. --NO recruiters. --NO phone calls.

Required :

• MUST have Active Property and Casualty license
• 5 or more years of Commercial Lines insurance industry experience

Job Type : Exempt, full-time salaried position (non-manager)

Salary/Perks

In addition to a competitive salary, the Capital Group also offers the following:

Employer-Paid Benefits

--Individual Health, life, short-term and long-term disability insurance (eligible to enroll on the 1st of the month after 30 days of employment)

--(HSA) Health Savings Account (employer funds $1,200 annual to offset low deductible of $1,300)

--10 days of paid leave and 8 paid holidays per year

--Company’s 401(k) plan (eligible to enroll on the 1st of the month after 30 days of employment)

--Free varied services through our (EAP) Employee Assistance Program

--Free gym membership next door

--Free covered garage parking

Other Benefits

--Family insurance coverage is available for an additional cost

--Optional dental and vision benefits available for pre-tax payroll deduction

INTERESTED?

Email a cover letter and your qualifications telling us why you are the best person for this position.

--NO recruiters. --NO phone calls.

Job Type: Full-time

Experience:

• Property and Casualty Commercial: 5 years (Required)
• Commercial Insurance at agency level: 5 years (Required)

License:

• Property and Casualty License (Required)