Job Description
JOB SUMMARY
We are an established and growing Commercial Insurance Brokerage currently looking for experienced Commercial Account Managers to support our clients. We are seeking organized, motivated professionals to join our team.
This position is responsible to provide prompt, accurate and reliable assistance in a team environment. Employees hired for this position have an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and experiential (on-the-job) training.
DUTIES AND RESPONSIBILITIES
Assume responsibility for assigned accounts
Review policies, endorsements, audits and applications for accuracy
Document discrepancies/errors and request corrections
Prepare and send endorsement requests to carriers
Request property valuation reports
Request updated renewal information, from insured clients
Create & update spreadsheets, using Excel
Prepare account submissions
Assist in preparing proposals and associated materials for Sales presentations
Obtain binding conditions/subjectivities from clients
Delegate specified tasks and assignments to Assistant Account Managers, as appropriate
Attach documents in Agency Management System
Invoice endorsements, audits and policies
Maintain a suspense system to follow up on outstanding items in a timely manner
Maintain electronic files in an orderly, up-to-date manner to eliminate E & O exposure
Maintain regular, pro-active communication with service team members
Assume other job responsibilities as assigned
EDUCATION, EXPERIENCE, KNOWLEDGE
Bachelor’s degree (BS/BA) is preferred; or equivalent combination of education and insurance experience
Commercial insurance experience is required
Property and Casualty Insurance License is required
QUALIFICATIONS
Effective oral and written communication skills;
Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts;
Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations
Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages
Ability to solve practical problems and deal with a variety of concrete variables
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
Stay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performance
Proficient use of Windows, Microsoft Word, Microsoft Excel, Outlook, Epic software system and office equipment
Type 45-50 wpm
Professional work ethic
Job Tags
Work at office