Job Description
Position Overview: We are seeking a motivated and dedicated Commercial Insurance Account Manager. In this role you will be responsible for managing a portfolio of commercial insurance accounts providing exceptional service and support to valued clients.
Professional Responsibilities:
- Maintain accurate records within the agency management system and electronic files.
- Provide excellent customer service to build and maintain positive relationships with Safeguards clients.
- Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional confident clear and concise.
- Prepare and maintain clientfacing presentation documents.
- Review all renewal and new business policies for accuracy and request corrections as needed.
- Billing premium financing and nonpayment followup.
- Process policy change requests and audits. Responsible for timely endorsement followup as well as billing.
- Issue new and renewal Certificates of Insurance and Automobile ID Cards as needed.
- Efficiently utilize insurance carrier online systems.
- Market new and renewal business as necessary including market selection online rating and coverage analysis.
- Field calls regarding claims; direct clients to the appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary.
Qualifications and Requirements:
- Active Property & Casualty insurance license
- Knowledge of EPIC Agency Management System Required
- 3 years demonstrated knowledge and experience in the field of commercial insurance including a solid understanding of various coverage types policy structures and industryspecific requirements.
- Excellent interpersonal and communication skills (both oral and written)
- Proficient with use of Microsoft Office Suite and products
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship
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Required Experience:
Manager