Senior Commercial Lines Account Manager - General Search & Recruitment
Phoenix, AZ
About the Job
Senior Commercial Lines Account Manager
Phoenix, AZ
(Fully Remote)
Overview of role:
You will perform the essential functions of the position, which include aiding Executives and clients with service needs and making changes to existing accounts.
Specific service and marketing responsibilities are required in this position.
Going above and beyond in the client relationship to advocate as well as serve client needs and expectations while creating a cohesive environment within the Client Company
Primary Responsibilities:
• Provides technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations.
• Completes applications in coordination with Sales Executive; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
• Determines if direct or agency billing is appropriate and invoices accordingly.
• Prepares summaries of insurance, schedules and proposals for word processing as needed.
• Processes renewals in coordination with Sales Executives according to agency procedures.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Processes incoming download/activities and phone requests, responding promptly and appropriately.
• Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
• Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive.
Personal and Organizational Development
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Knowledge, Skills and Abilities
• Minimum of 4 years insurance experience.
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Ability to understand written and oral communication and interpret abstract information.
• Property, Casualty Agents License.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Familiarity with computer and word processing programs.
Indio and CSR 24 experience are a big plus.
• Ability to renew and update inside the EPIC System-(MUST HAVE PREVIOUS EXPERIENCE)
Working Conditions
• High pressured, fast-paced environment with significant telephone and personal disruption. Many multiple steps in a complex system performed with accuracy and speed is essential to the successful completion of tasks.
• This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties.
Phoenix, AZ
(Fully Remote)
Overview of role:
You will perform the essential functions of the position, which include aiding Executives and clients with service needs and making changes to existing accounts.
Specific service and marketing responsibilities are required in this position.
Going above and beyond in the client relationship to advocate as well as serve client needs and expectations while creating a cohesive environment within the Client Company
Primary Responsibilities:
• Provides technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations.
• Completes applications in coordination with Sales Executive; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
• Determines if direct or agency billing is appropriate and invoices accordingly.
• Prepares summaries of insurance, schedules and proposals for word processing as needed.
• Processes renewals in coordination with Sales Executives according to agency procedures.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Processes incoming download/activities and phone requests, responding promptly and appropriately.
• Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
• Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive.
Personal and Organizational Development
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Knowledge, Skills and Abilities
• Minimum of 4 years insurance experience.
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Ability to understand written and oral communication and interpret abstract information.
• Property, Casualty Agents License.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Familiarity with computer and word processing programs.
Indio and CSR 24 experience are a big plus.
• Ability to renew and update inside the EPIC System-(MUST HAVE PREVIOUS EXPERIENCE)
Working Conditions
• High pressured, fast-paced environment with significant telephone and personal disruption. Many multiple steps in a complex system performed with accuracy and speed is essential to the successful completion of tasks.
• This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties.
Source : General Search & Recruitment