Commercial Lines Associate Account Manager
Indexed description
Responsibilities:
- Generate Proof of Insurance (Certificates, EPI’s, Binders, AutoID cards)
- Process policies: e-file/attach to client file, policy check, and process original copy for delivery to the insured
- Process and monitor direct bill endorsements
- Process direct bill audits
- Monitor carrier/premium finance company cancellation status and activity.
- Generate form letters
- Order MVRs
- Order loss runs
- Update data schedules (location, driver, named insured, etc.) in agency management system
- E-filing/attaching of scanned documents
- E-filing/attaching of online reports, policies, endorsements, cancellation warnings
- Data entry projects as needed
- Highschool or college degree
- Excellent working knowledge of the computer and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro and Internet Explorer
- Ability to quickly learn and adapt to new technology and software
- Ability to analyze work assignments and know when to ask for assistance in order to complete the assignments in a timely manner
- Ability to respond promptly to departmental needs and solicit feedback to improve service
- Prepare professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information
- Perform all job requirements, consistently produce quality work, complete tasks accurately and on time, prioritize and plan work assignments, use time efficiently to meet productivity standards and commitments
- Take responsibility for own actions and be responsive to coaching from account managers and department manager
- Strive to continuously pursue training and development opportunities to build knowledge and skills
- Prior experience with Vertafore agency management software preferred
- Knowledge and background in insurance preferred
- Salary: $55,000-$60,000/ year
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
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