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Fierce Advocates of Health, Success and Financial Security
Commercial Lines Account Manager
Location
Arizona
Posted
128 days ago
Salary
$65K - $70K / year
Seniority
Mid Level
Job Description
Commercial Lines Account Manager
OneDigital
• Process new business, renewals, cancellations and endorsement requests on computer system, with insurance carriers and in client’s files per the request of client or producers • Create, type and send necessary correspondence to insurance companies and clients in order to update, obtain or verify necessary information in order to service all accounts • Review binders, policies and endorsements on all new business and renewals for accuracy and relevance • Input this data on the computer system and maintain paper files for each account • Answer client’s questions about their insurance coverages and needs • Answer insurance company underwriter’s questions about client accounts • Assist producers in preparing proposals, providing policy summaries and account reviews • Build up a rapport with our counterpart at the client’s office • Assist the accounting department in the reconciliation of Company accounts • Provide prompt, accurate, courteous service to our clients • Continue to look for opportunities to make new sales when in contact with clients • Interface with the Personal Lines Team/Producer to develop personal lines sales • All tasks should be handled in a manner which are in compliance with the “Quality Control Manual for Commercial Lines Insurance” and according to Corporate guidelines and procedures
Job Requirements
- A high school diploma, two years of college or two years experience in the insurance industry
- Ability to use office equipment such as computer terminals, calculators, copiers, fax machines, typewriters
- Word processing and typing skills required
- Strong respect for confidentiality and attention to detail
- Good written and oral communication skills
- Ability to understand and analyze commercial lines coverages, forms and policies
- Holds required and appropriate insurance agent’s license.
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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