Commercial Lines Account Manager
Posted on Aug 11, 2019 by Murray Insurance & Financial Services, LLC
Completes renewal applications in coordination with Producer(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence by electronic or mail.
Determines if direct or agency billing is appropriate and invoices accordingly.
Prepares renewal recaps summaries of insurance, schedules and proposals for word processing and any required underwriting documentation as needed; ie SOV, Guide Lines, etc.
Certificates of Insurance must be issued within (1) Business day and verified for accuracy by CSR.
Processes renewals in coordination with Producer(s) according to agency procedures.
Reviews audits of policies; verifies accuracy and verifies policy and policy change information, facilitating corrections when necessary.
Provides technical support to Producer(s); specifically, in analysing client needs, coverage forms and quotations.
At least (1) per quarter, AM is required to meet client at their location on one of their assigned largest accounts.
Processes incoming mail and phone requests, responding promptly and appropriately.
Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
Determines reasons for requests for cancellations; acts to save accounts; notifies Producer.
Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
Assists Producer and Commercial Operations Manager or Management as needed.
Assists other positions as needed.
Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
Identifies exposure to loss and recommends appropriate coverage's in coordination with Producer(s).
AM needs to Cross-Sell and Up-Sale auxiliary policies, endorsements; ie Flood, EPLI, D&O, etc. to increase agency profitability.
Personal and Organization Development
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors and other business contacts.
Keeps informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Accuracy of work is a high priority. Please make management aware of excessive interruptions
Courteous, friendly, positive attitude and willing to help others.
Willing to work late as needed.
*Hiring Process requires Assessment Testing