Associate Account Manager - Commercial Lines

Description We are a full service independent insurance agency seeking an experienced customer service professional to support our Insurance Producers with the sales and service of Commercial Lines Accounts. This position requires you to be fully knowledgeable of the various aspects, coverage, and needs of each account. You will need to become familiar with all carrier rating programs and underwriting guidelines. You will need to assist Producers with the marketing and placement of both new and renewal business. Prompt and efficient customer service is vital in this role.

Duties Some of the duties include but aren’t limited to:

Maintaining and updating client data base

Verify Policy Information

Verify Account Information

Some billing functions & correspondence with accounting

Process policy changes & maintenance

Review and process audits and audit disputes

Review and process cancellations and reinstatements

Report and update claims

Consistent activity log

Maintain current suspense log

Proficient use of Agency Management System & Integrating software knowledge

Excel spreadsheet creation and maintenance

Requirements

P&C license required

1-2 years of CL experience required

Proficient use of AMS360 or Applied EPIC preferred along with working knowledge of:

Outlook

Excel

Word

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