Small Commercial Account Manager
Small Commercial Account Manager
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Job Description
ClientFacing Expectations:
Develop a rapport with main daytoday contacts to create and assurance with the client
Develop an understanding of clients 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 asneeded 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 carriers 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
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
Manager
Employment Type
Full-Time
