Licensed Commercial Lines Account Manager
MGI Risk Advisors, Saint Louis, MO, United States
This role is responsible for placing and processing new business, account development, and renewal retention as well as servicing assigned accounts. This person will work closely with the Customer Service Staff daily to make sure information is processed efficiently and accurately.
RESPONSIBILITIES
Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to remarket. Prepare proposals and applications, submit to insureds and carriers (or marketing department); follow up ensure timely responses. Assist clients in making appropriate coverage changes; inform and educate clients about coverages, exclusions, exposures, and audits; document electronic file accordingly. Provide technical support to Producer(s) to include survey policy coverages and identify cross-selling and upgrading opportunities. Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of coverages. Renew and remarket accounts as needed in conjunction with Producer(s) and agency standards. Assist in telemarketing efforts to generate new business. Prompt and reliable attendance required. Receive claim information from insured, set up claim report, and submit to claims department or as directed, process claim directly. Request checks for disbursements. Input application int Agency Management software. Check and validate policies. Validate renewals and endorsements. Outline proposals and endorsements. Handle unit accounting functions. Risk Management approach to fulfilling clients’ needs. Other duties as assigned. MINIMUM QUALIFICATIONS
Highschool diploma or GED Equivalent required; college coursework a plus! Experience with insurance policy processing or insurance industry; minimum of 6-years’ experience with at least 5-years in property and casualty. Commercial Lines Insurance customer service at least 3-years’ experience. Strong computer skills with experience in Microsoft Outlook, Excel and Word. Must have a current Missouri or Illinois P & C license required; CIC, CPCU, or CISR completed or in process a plus. Excellent prioritization or organizational skills; analytical; well organized; friendly, positive attitude with a willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with staff and clients; ability to work on highly detailed work under pressure and time constraints. Knowledge of Applied Epic a Plus! T eamwork Communication This role typically operates in a corporate office setting with some flexibility for remote work. This is primarily a sedentary role; however, the job does require the ability to lift files and binders on occasion and bend and stand as necessary. Compensation:
Competitive salary depending on experience and performance-based bonuses, along with a comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities. PHYSICAL REQUIREMENTS
Standing and/or sitting for short periods of time-up to 8 hours or more per day. The person this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Must be able to position self to maintain computer, and related equipment, including under the desks. The person in this position frequently communicates with customers who have inquiries about their account. Must be able to exchange accurate information in these situations. Frequently lifting up to 20 lbs. POSITION TYPE AND EXPECTED HOURS
This is a full-time position working 35 hours per week at our 1227 Fern Ridge Parkway, St. Louis, MO location. Days and hours of work are Monday through Friday from 8:30 am to 4:30 pm with a 1-hour lunch break.
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Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to remarket. Prepare proposals and applications, submit to insureds and carriers (or marketing department); follow up ensure timely responses. Assist clients in making appropriate coverage changes; inform and educate clients about coverages, exclusions, exposures, and audits; document electronic file accordingly. Provide technical support to Producer(s) to include survey policy coverages and identify cross-selling and upgrading opportunities. Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of coverages. Renew and remarket accounts as needed in conjunction with Producer(s) and agency standards. Assist in telemarketing efforts to generate new business. Prompt and reliable attendance required. Receive claim information from insured, set up claim report, and submit to claims department or as directed, process claim directly. Request checks for disbursements. Input application int Agency Management software. Check and validate policies. Validate renewals and endorsements. Outline proposals and endorsements. Handle unit accounting functions. Risk Management approach to fulfilling clients’ needs. Other duties as assigned. MINIMUM QUALIFICATIONS
Highschool diploma or GED Equivalent required; college coursework a plus! Experience with insurance policy processing or insurance industry; minimum of 6-years’ experience with at least 5-years in property and casualty. Commercial Lines Insurance customer service at least 3-years’ experience. Strong computer skills with experience in Microsoft Outlook, Excel and Word. Must have a current Missouri or Illinois P & C license required; CIC, CPCU, or CISR completed or in process a plus. Excellent prioritization or organizational skills; analytical; well organized; friendly, positive attitude with a willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with staff and clients; ability to work on highly detailed work under pressure and time constraints. Knowledge of Applied Epic a Plus! T eamwork Communication This role typically operates in a corporate office setting with some flexibility for remote work. This is primarily a sedentary role; however, the job does require the ability to lift files and binders on occasion and bend and stand as necessary. Compensation:
Competitive salary depending on experience and performance-based bonuses, along with a comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities. PHYSICAL REQUIREMENTS
Standing and/or sitting for short periods of time-up to 8 hours or more per day. The person this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Must be able to position self to maintain computer, and related equipment, including under the desks. The person in this position frequently communicates with customers who have inquiries about their account. Must be able to exchange accurate information in these situations. Frequently lifting up to 20 lbs. POSITION TYPE AND EXPECTED HOURS
This is a full-time position working 35 hours per week at our 1227 Fern Ridge Parkway, St. Louis, MO location. Days and hours of work are Monday through Friday from 8:30 am to 4:30 pm with a 1-hour lunch break.
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