Small Commercial Account Manager

Client-Facing Expectations:

• Develop a rapport with main day-to-day contacts to create and assurance with the client 

• Develop an understanding of client’s overall operation & business goals, and assist team in helping track such goals 

• Handle Day to Day service requests, obtaining claim information, providing various documents and reviewing coverage questions

• Be able to manage a high volume of phone calls and walk in customers throughout the day

Responsibilities:

• Provide a high level of service to assigned clients, including prompt and thorough responses 

• Handle policy checking, endorsement checking, audits and various transactional items

• Keep team members fully informed of important activities on their accounts including being sensitive to potential problems. 

• Maintain accurate and updated files in agency management system. 

• Prioritize workload and/or request for assistance as required. 

• Apply project management skills to assist team with projects on an as-needed basis 

• Process agency invoicing and assist to resolve billing discrepancies for assigned accounts. 

• Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate 

• Obtain and deliver information, quotations, policy changes, etc. as necessary 

• Review policies, audits and endorsements for accuracy; report errors to insurance companies for correction. 

• Initiate, screen and prepare policy and endorsement requests for issuance and ensure prompt delivery. 

• Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc. 

• Process rating and endorsements on insurance carrier’s websites  

• Oversee and manage the policy checking and delivery process to insured as directed by the team. 

• Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials  

Requirements:

• Ability to work with minimum supervision; able to accept direction on given assignments. 

• Knowledge of MS Office Products, Word, Outlook, and knowledge of excel.

• Demonstrated flexibility and adaptability to changing priorities and deadlines. 

• Strong analytical skills and attention to detail to ensure document accuracy. 

• Able to work effectively in a team environment with strong customer service skills. 

• Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.  

• Knowledge of all basic P&C coverages, focus/specialty in certain coverage areas a plus. 

• Preferred minimum 2 years relevant Commercial Lines experience. 

• Licensed in property and casualty insurance preferred. 

• Ability to operate EPIC preferred 

• Spanish Speaking a plus