Professional Employment Services
Commercial Account Manager
Professional Employment Services, California, Missouri, United States, 65018
1 month ago Be among the first 25 applicants
Job Summary A HYBRID POSITION IN NORTHERN CA, MUST RESIDE IN CA
The Commercial Lines Account Manager performs the essential functions of the position, which include aiding the Producer/AE with Construction, contractors, HOA and the rest general book and general business, as well as clients with service needs and making changes to existing accounts. This position requires specific service and marketing responsibilities, including, but not limited to service and sales delivery standards, and perform essential duties while upholding the quality and service standards developed by this agency. Northern CA.
Responsibilities Must have experience Construction, contractors, HOA, mainly, and general business as well, a must as part of existing book of business.
Occasionally accompanies Producer on prospect and client meetings.
Completes applications in coordination, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations on new and renewal business and according to agency procedures.
Orders and issues binders, certificates, policies, endorsements, and other related items, verifies their accuracy, forwards them to client with appropriate correspondence.
Determines if direct or agency billing is appropriate and invoices accordingly.
Prepares summaries of insurance, schedules, and proposals.
Reviews audits of policies, verifies accuracy and facilities corrections, as needed, between client and carrier.
Process incoming mail and phone requests, responding promptly and appropriately within company guidelines.
Uses agency credit and collection policy in invoicing and pursuing prompt payments.
Determines reasons for requests for cancellations, acts to save accounts.
Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
Assist clients in submitting first claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
Identifies exposure to loss and recommends appropriate coverages.
Online rating of quotes.
Orders loss runs and keeps the loss run card updated.
Maintain accurate and current detailed information in the Applied EPIC system.
Personal and Organizational Development
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Maintain professional, cordial, and effective relationships with clients, co-workers, vendors, and other business contacts.
Required Skills / Abilities
5+ years insurance experience with a stable work history.
Must hold a valid Property Casualty Broker-Agent license.
Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately. Work in a fast paced environment and a independent working but still be part of a team.
Knowledge of insurance products and usages.
Knowledge of insurance markets and reference to markets.
Ability to carry out complex tasks with many concrete and abstract variables.
Licensing and Qualifications Insurance License - Property and Casualty a must and no exceptions.
Benefits Medical-100% covered for employee, Dental, Vision, Life, Disability, 401k plan, flex-spending, stock options. etc.
Medical insurance
Vision insurance
401(k)
Disability insurance
Paid maternity leave
Paid paternity leave
Note Please do not apply unless you have a insurance brokerage/agency background and an active P&C License.
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Business Development, Sales, and Customer Service
Industries: Insurance
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Job Summary A HYBRID POSITION IN NORTHERN CA, MUST RESIDE IN CA
The Commercial Lines Account Manager performs the essential functions of the position, which include aiding the Producer/AE with Construction, contractors, HOA and the rest general book and general business, as well as clients with service needs and making changes to existing accounts. This position requires specific service and marketing responsibilities, including, but not limited to service and sales delivery standards, and perform essential duties while upholding the quality and service standards developed by this agency. Northern CA.
Responsibilities Must have experience Construction, contractors, HOA, mainly, and general business as well, a must as part of existing book of business.
Occasionally accompanies Producer on prospect and client meetings.
Completes applications in coordination, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations on new and renewal business and according to agency procedures.
Orders and issues binders, certificates, policies, endorsements, and other related items, verifies their accuracy, forwards them to client with appropriate correspondence.
Determines if direct or agency billing is appropriate and invoices accordingly.
Prepares summaries of insurance, schedules, and proposals.
Reviews audits of policies, verifies accuracy and facilities corrections, as needed, between client and carrier.
Process incoming mail and phone requests, responding promptly and appropriately within company guidelines.
Uses agency credit and collection policy in invoicing and pursuing prompt payments.
Determines reasons for requests for cancellations, acts to save accounts.
Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
Assist clients in submitting first claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
Identifies exposure to loss and recommends appropriate coverages.
Online rating of quotes.
Orders loss runs and keeps the loss run card updated.
Maintain accurate and current detailed information in the Applied EPIC system.
Personal and Organizational Development
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Maintain professional, cordial, and effective relationships with clients, co-workers, vendors, and other business contacts.
Required Skills / Abilities
5+ years insurance experience with a stable work history.
Must hold a valid Property Casualty Broker-Agent license.
Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately. Work in a fast paced environment and a independent working but still be part of a team.
Knowledge of insurance products and usages.
Knowledge of insurance markets and reference to markets.
Ability to carry out complex tasks with many concrete and abstract variables.
Licensing and Qualifications Insurance License - Property and Casualty a must and no exceptions.
Benefits Medical-100% covered for employee, Dental, Vision, Life, Disability, 401k plan, flex-spending, stock options. etc.
Medical insurance
Vision insurance
401(k)
Disability insurance
Paid maternity leave
Paid paternity leave
Note Please do not apply unless you have a insurance brokerage/agency background and an active P&C License.
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Business Development, Sales, and Customer Service
Industries: Insurance
#J-18808-Ljbffr