General Description: Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Develop client service skills and technical insurance product knowledge through available educational and agency resources.
Responsibilities:• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.• Generate auto id’s cards upon request.• Maintain accurate information in agency management systems.• Request information from insurance carriers such as loss runs and endorsement changes.• Process renewal certificates and insurance holder updates.• Assist with online carrier rating and endorsement process.• Assist in preparation of summary of insurance documents and finance agreements, as needed. • Support Account Manager in preparing documents for client renewals.• Invoice policies, including complex invoicing as assigned.• Responsible for carrier service center book of business and escalations to Account Manager.• Maintain regional mailbox and direct emails to appropriate resource.• Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.
Knowledge, Skills and Abilities:• Entry-level position: Associate degree preferred. • Must be willing to earn Property & Casualty insurance license within agreed upon timeframe.• Able to work in a fast-paced team environment, be detailed, and prioritize work.• Strong written, verbal, and interpersonal communication skills. • Strong customer service skills.• Working knowledge of internet-based programs and Microsoft Office products. • Resourceful, eager to learn new concepts, and continue professional development. • Open to feedback, coaching, and development.
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