Essential Responsibilities:
Communicate with customers on all facets of their account service needs (i.
e.
, policies, endorsements, audits, proofs of coverage, cancellations)
Processes new/renewal summaries and proposals
New and renewal marketing to carriers
Support all efforts of account retention and growth of existing book of business.
Assists with account rounding offers of new coverage.
Handle claims in the absence of an agency claims coordinator or response to catastrophic events.
Verify that all policies are bound with insurance companies in writing before or on the policy's effective date.
Invoice all new business and renewal policies.
Check new business and renewal policies against applications and binders.
Keep client and policy information in the agency management system updated according to procedures.
Contact the insured as needed to collect outstanding balances according to procedures.
Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled in an accurate and timely manner according to procedures.
Keep P & C license active and increase insurance knowledge by attending continuing education classes.
Attend in-office meetings as necessary.
Assist the service team and producer as needed.
Handle other duties as assigned
Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA)
Minimum Required Skills & Competencies:
Current P&C license or ability to obtain upon hire.
Prior commercial lines industry experience.
Excellent oral and written communication skills.
Strong attention to detail.
Strong organization and prioritization skills.
Computer skills (Word, Outlook, Excel).
Desired Skills & Competencies:
3+ years of commercial lines account management experience.
Experience in Applied software.
Physical Requirements:
Express or exchange ideas by means of the spoken word via email and verbally.
Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
Not substantially exposed to adverse environmental conditions.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
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