Commercial Insurance Account Technician
Lawley, Batavia, NY, United States
Responsibilities
Provide support to internal Commercial Lines teams in obtaining, maintaining, expanding and servicing accounts by underwriting all company products against Epic data.
Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines, including a check policy and agency management system for accuracy.
Refer gaps in coverage and other account deficiencies to the account manager.
Resolve coverage and pricing discrepancies with the insurance company.
Process binder bills, deposit bills, and signed finance agreements with deposits.
Maintain effective working relationships with current and prospective clients, producers, company and agency associates.
Identify cross‑sell, account round‑up and upsell opportunities; refer gaps in coverage and other account deficiencies to the account manager.
Expand and grow in your role when supporting miscellaneous duties as requested.
Qualifications
At least one‑year insurance experience in account servicing.
Property/Casualty license (all lines).
Relevant knowledge of insurance products, documents and usage.
Word and Excel skills are a must; Applied/EPIC experience is preferred.
Ability to work well independently and on a team.
Incredible attention to detail and organizational skills.
Open to continuing education; college degree preferred.
Positive attitude, even in a fast‑paced environment.
Passion to achieve results, and resourcefulness to do so.
Passion to make customers and coworkers feel important and valued.
Capability to work quickly and efficiently.
Methodical, yet swift decision‑making skills.
Precise communication skills, verbal and written, even under time constraints.
Benefits
Competitive salary and referral bonuses.
Expansive benefits (medical, dental, vision, and many more).
Three weeks of PTO (prorated based on start date) and a generous holiday schedule – available 1st day.
Company 401(k) contribution received starting Day 1 (for participants 21+ years old).
Educational support, career development, and growth opportunities.
Job security (no layoffs even during the pandemic).
Flexibility, including hybrid schedules; business hours 8 am–4:30 pm.
Comfortable, family‑oriented culture with emphasis on work‑life balance.
Unlimited volunteer time‑off opportunities so you can assist in serving our communities.
Fulfilling opportunities that align with your career path and our business needs.
Compensation The compensation range for this position is approximately $51,498.15 to $85,830.25.
#J-18808-Ljbffr
Provide support to internal Commercial Lines teams in obtaining, maintaining, expanding and servicing accounts by underwriting all company products against Epic data.
Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines, including a check policy and agency management system for accuracy.
Refer gaps in coverage and other account deficiencies to the account manager.
Resolve coverage and pricing discrepancies with the insurance company.
Process binder bills, deposit bills, and signed finance agreements with deposits.
Maintain effective working relationships with current and prospective clients, producers, company and agency associates.
Identify cross‑sell, account round‑up and upsell opportunities; refer gaps in coverage and other account deficiencies to the account manager.
Expand and grow in your role when supporting miscellaneous duties as requested.
Qualifications
At least one‑year insurance experience in account servicing.
Property/Casualty license (all lines).
Relevant knowledge of insurance products, documents and usage.
Word and Excel skills are a must; Applied/EPIC experience is preferred.
Ability to work well independently and on a team.
Incredible attention to detail and organizational skills.
Open to continuing education; college degree preferred.
Positive attitude, even in a fast‑paced environment.
Passion to achieve results, and resourcefulness to do so.
Passion to make customers and coworkers feel important and valued.
Capability to work quickly and efficiently.
Methodical, yet swift decision‑making skills.
Precise communication skills, verbal and written, even under time constraints.
Benefits
Competitive salary and referral bonuses.
Expansive benefits (medical, dental, vision, and many more).
Three weeks of PTO (prorated based on start date) and a generous holiday schedule – available 1st day.
Company 401(k) contribution received starting Day 1 (for participants 21+ years old).
Educational support, career development, and growth opportunities.
Job security (no layoffs even during the pandemic).
Flexibility, including hybrid schedules; business hours 8 am–4:30 pm.
Comfortable, family‑oriented culture with emphasis on work‑life balance.
Unlimited volunteer time‑off opportunities so you can assist in serving our communities.
Fulfilling opportunities that align with your career path and our business needs.
Compensation The compensation range for this position is approximately $51,498.15 to $85,830.25.
#J-18808-Ljbffr