Job Description
Job Summary
The Commercial Insurance Account Manager/Customer Service Representative supports the servicing and administration of commercial lines accounts across a diverse book of business. This role focuses on day-to-day account maintenance policy processing and client support with responsibilities scaled based on experience. The position involves frequent interaction with clients carriers and brokers while ensuring accuracy organization and timely follow-up.
Responsibilities
- Support commercial lines accounts across a mixed book including construction manufacturing restaurant and other business classes
- Enter and maintain accurate client and prospect data within the agency management system and carrier quoting platforms
- Request review and process quotes for General Liability BOP/Package Commercial Auto Inland Marine Builders Risk and Workers Compensation
- Prepare update and submit insurance applications for client review and electronic signature
- Review policies endorsements audits and other documentation for accuracy and completeness
- Coordinate corrections to General Liability and Workers Compensation audits as needed
- Request and track loss runs from insurance carriers and brokers
- Manage renewal workflows by requesting updated information following up as needed and preparing submissions for remarketing or quoting
- Answer inbound client calls and provide professional courteous support
- Issue Certificates of Insurance as needed while supporting a shared certificate workflow
- Save organize and maintain all policy and account documentation in accordance with agency standards
- Suspend items for follow-up and ensure timely completion of outstanding tasks
Qualifications / Requirements
- Commercial lines insurance experience preferred with openness to training at varying experience levels
- Strong attention to detail and accurate data entry skills
- Professional friendly communication style with clients carriers and internal partners
- Ability to manage multiple tasks and priorities in a fast-paced environment
- Comfort working primarily in an office setting including phone communication and electronic document handling
- Familiarity with commercial insurance coverages and rating platforms preferred
- Prior experience working with multiple insurance carriers and brokers is a plus
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-DT1
Job DescriptionJob SummaryThe Commercial Insurance Account Manager/Customer Service Representative supports the servicing and administration of commercial lines accounts across a diverse book of business. This role focuses on day-to-day account maintenance policy processing and client support with r...
Job Description
Job Summary
The Commercial Insurance Account Manager/Customer Service Representative supports the servicing and administration of commercial lines accounts across a diverse book of business. This role focuses on day-to-day account maintenance policy processing and client support with responsibilities scaled based on experience. The position involves frequent interaction with clients carriers and brokers while ensuring accuracy organization and timely follow-up.
Responsibilities
- Support commercial lines accounts across a mixed book including construction manufacturing restaurant and other business classes
- Enter and maintain accurate client and prospect data within the agency management system and carrier quoting platforms
- Request review and process quotes for General Liability BOP/Package Commercial Auto Inland Marine Builders Risk and Workers Compensation
- Prepare update and submit insurance applications for client review and electronic signature
- Review policies endorsements audits and other documentation for accuracy and completeness
- Coordinate corrections to General Liability and Workers Compensation audits as needed
- Request and track loss runs from insurance carriers and brokers
- Manage renewal workflows by requesting updated information following up as needed and preparing submissions for remarketing or quoting
- Answer inbound client calls and provide professional courteous support
- Issue Certificates of Insurance as needed while supporting a shared certificate workflow
- Save organize and maintain all policy and account documentation in accordance with agency standards
- Suspend items for follow-up and ensure timely completion of outstanding tasks
Qualifications / Requirements
- Commercial lines insurance experience preferred with openness to training at varying experience levels
- Strong attention to detail and accurate data entry skills
- Professional friendly communication style with clients carriers and internal partners
- Ability to manage multiple tasks and priorities in a fast-paced environment
- Comfort working primarily in an office setting including phone communication and electronic document handling
- Familiarity with commercial insurance coverages and rating platforms preferred
- Prior experience working with multiple insurance carriers and brokers is a plus
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-DT1
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