Commercial Lines Account Manager, Insurance Agency
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Health insurance
- Paid time off
Sign On Bonus Offered
Essential duties and responsibilities
- Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials.
- Oversee and manage the policy checking and delivery process to insured as directed by the team.
- Request loss runs from insurance carriers or pull directly from websites.
- Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
- Review policies, audits, and endorsements for accuracy; report errors to insurance companies for correction.
- Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate.
- Handle questions, research, and resolve problems.
- Interact with carriers and clients to ensure delivery of exceptional customer service and adherence to policies and procedures.
- Good communication skills - as you will be speaking and communicating with clients, company underwriters and coworkers.
- Good writing skills - to send clear and intelligent correspondence, emails etc. to clients and company underwriters.
- High School Diploma
- 5+ years experience in insurance, required.
- Experience with Vertafore/AMS360 a plus
- Current Property and Casualty License
- 401k with employer matching
- Health Insurance
- Dental Insurance
- Life & Disability Insurance
- PTO and paid holidays
- Limited hybrid work-from-home options may become available after successful completion of training
- A casual office environment with a dedicated and professional team
- Opportunity for advancement and a place to grow your career
- Bonus opportunities
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