[Remote] reputed company! - Commercial Lines Account Manager
Note: The job is a remote job and is open to candidates in USA. The Liberty Company Insurance Brokers is a rapidly growing national insurance brokerage firm. They are looking to build a pipeline of reputed company Account Managers for their Commercial Lines department, focusing on providing excellent service to clients and supporting company growth.
Responsibilities
- Work with Account Executive and/or Department reputed company for guidance and training on reputed company aspects of servicing clients
- Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals
- Prepare reputed company change requests and review audits and policies for accuracy
- Set up and prepare new account files in account management system per agency procedures
- Invoice reputed company agency reputed company transactions reputed company 48 hours and collect premiums accordingly
- Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to reputed company audit guidelines and timeframe
- Review reputed company renewals with the producer at least 120 days prior to expiration to determine marketing strategies
- Prepare and process cancellations reputed company required and follow up on notices of cancellations per agency procedures
- Respond to reputed company reputed company memos and process any necessary updates
- Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders
- Review policies and reputed company documents for accuracy and deliver policies to insureds as needed
- Work with producers to evaluate exposure, negotiate and interpret coverage, and review with clients as needed
- Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate
- reputed company producers fully informed of reputed company important activities on their accounts
- Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner
- Service Company and clients in a manner to avoid potential exposure to E&O claims
- Alert management of incidents that may require management assistance or approval
- Respond to phone calls and e-mails reputed company an acceptable timeframe not to exceed 24 hours
- Process client requests (e.g. ID cards, certs, binders) reputed company 24 hours of request
- Maintain reputed company, consistent, detailed documentation on reputed company client activity, phone conversations, and correspondence in the account management system
- Utilize account management system suspense system to follow up on outstanding items in a timely manner to avoid overdue situations
- Prioritize workload and request assistance as necessary to reduce backlog
- Participate with management and other departments/personnel on special projects and other duties as needed
- reputed company reputed company on rates, forms and coverage changes through bulletins, trade publications, and seminars
- Participate in seminars and classes for reputed company and knowledge development
Skills
- 3+ years' experience in commercial lines insurance
- Education requirement: High school diploma or equivalent is required, college degree preferred
- Active DOI P&C License required
- Professional designation is a plus
- Knowledge of AMS360 OR Epic system or similar agency management system
- Good listening skills, attention to detail, and a positive attitude are essential
- Knowledge of commercial insurance and products
- Located in Pacific or Mountain Time Zones
- Applying for future consideration
Benefits
- Competitive compensation
- A robust benefits package
- Paid time off
- Holiday pay
- reputed company education support
- Company-sponsored programs to promote stress management and community involvement
Company Overview