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Senior Account Manager – Crane Team - Commercial Lines Dept. Job Posting

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 of our employees is 11 years.

About the Role

ECBM is looking for a Senior Account Manager to join our team in our Commercial Lines Department! This person will report to the VP of Client Services. They will maintain assigned clients by renewing insurance contracts and promoting ongoing client loyalty through adherence to ECBM service standards and providing solutions, with a positive attitude, to client’s needs. They will also influence the activities and work with team members to promote the same client’s loyalty.

Responsibilities

1. Service clients on a book of assigned business in accordance with ECBM service and quality management standards and procedures. Promote ongoing client loyalty.

2. Ensure the high levels of client service by adhering to ECBM Service Plans.

3. Retain, in conjunction with the Producer all assigned accounts including the following responsibilities in accordance with ECBM standards and procedures:

• Provide producer with information for update at renewal including renewal surveys and applications for coverages to be recommended.

• Review client coverage annually to identify potential gaps and recommend needed coverages to producer. Assist in the firm’s cross-selling efforts.

• Negotiate renewal of pricing/coverage and remarket coverage as needed.

• Provide additional marketing, renewal negotiation support to client and producer/AE as required such as claims review, tentative experience modification calculations, etc.

• Maintain standard commission where possible and identify with producer additional services needed by client and fee required.

• Prepare the final proposal in accordance with ECBM standards.

1. Maintain client information in the agency management system accurately. Orders endorsements as requested by the client in the AMS. Updates applications, binds and orders coverage in the AMS.

2. Respond to clients’ ongoing service needs in accordance with ECBM service standards.

3. Communicating clients need to all other departments including accounting, claims, reporting, or others as required. Assist all clients, departments, or associates when required to maintain firm relationships and good standing.

4. Notify manager, producer, and account executive of cancellation, audit or coverage issues on clients. Coordinate client response on risk control issues. Keep producer and account executive informed on any important activity of their clients.

5. Respond to agency quality management efforts. Assist in reduction of E & O exposures.

6. Assist all clients, departments or associates when required and request to maintain the firm’s relationships and good standing.

7. Maintain relationship with insurance companies.

8. Participate in the firm’s On-Call program.

9. Special Projects as assigned by management.

Education & Experience

• College degree preferred, but high school diploma or equivalency required.

• Professional Designation is a plus.

• Some understanding of supervisory skills and ability to influence others is necessary.

• Must have good communication skills, both verbal and written.

• Good listening skills and attention to detail are required as well as desire to solve problems.

• Should have at least 5 years of insurance experience with good understanding of multi-line commercial insurance contract and coverages.

• Should possess some understanding of negotiation process.

• Property Casualty Agent’s License required.

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