Account Manager - Commercial Lines

DESCRIPTION

Opportunity to join high performing insurance service team supporting the construction industry. We help contractors build with confidence through a partnership of risk management and risk transfer. We are team that works to support our clients, one another, and our community. Account Manager (Service & Marketing): Providequalitycustomerservicetoclientswhile managingclientdatafilesinAMS,assistproducersinprotectingclientsassets.Inadditionto assistingAgentwithaccuraterepresentationofclient'soperationandassetsinproviding completedapplicationtoappropriatecarriersforthepurposeofplacingnewand/orrenewal business. ESSENTIALDUTIESANDRESPONSIBILITIES includethefollowing.Otherdutiesmaybeassigned. ProcessesRelatedtoMarketingResponsibilities: Process/Maintain Expiration Lists Prepare and/or Update Submission Applications in AMS Setup Submission Files in Marketing Folder Order Loss runs Order MVRs Create/Update Supplemental Applications Be Familiar with Carrier Preferences Review Application for Adequate Insurance & Submit to assigned carriers Rate Online with Assigned Carriers Negotiate Pricing Review Quotes with Agent/Team Create Proposals Bind Coverage with Carrier Notify Carriers regarding outcome of quotes Order Renewals from Existing Carrier Prepare Premium Finance Agreements Assist with Bonds Control AMS Producer Codes & Maintain Data Integrity Close Submissions Create Policies Generate Professional Correspondence Maintain Suspenses Maintain Carrier Files Maintain Loss Run Database ProcessesRelatedtoServiceResponsibilities: OverseeClientAccountforAdequateInsurance DiscussallaspectsofPropertyandCasualtyinsurancewithclientsandunderwritersbyphone and inpersonasnecessary. ControlRenewals MeetwithAgents & Teamasneeded Orderrenewalcoveragefromexistingcarrierifnotsubmittedformarketing ControlAMSProducerCodes&MaintainDataIntegrity ProcessInvoices PreparePremiumFinanceContracts CreateSummaryofInsurance Checkpoliciesforaccuracyandcompliancewithrequestedcoverage Reviewpolicyforgapsincoverageexclusions PreparePoliciesforDeliverytoClients OrderandProcessChangeRequests/Verifications ReviewandProcessEndorsements IssueCertificatesofInsuranceand/orEvidenceofPropertyInsurance PrintDailyActivityReports GenerateRoutineCorrespondence Manage/MaintainAMSSuspenseSystem Assist with Bonds Assistwithpremiumcollection/billing Assist with office needs

QUALIFICATIONS

All: Toperformthisjobsuccessfully,anindividualmustbeabletoperformeachessentialduty satisfactorily.The requirements listed below are representative of the knowledge, skill and/or ability required.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATIONand/orEXPERIENCE All: Collegedegree;ortwotothreeyearsrelatedinsuranceexperienceand/ortraining;or equivalent combination of education and experience.Must be proficient with Outlook and Microsoft computer programs. AccountManagers,ProductionManagersandExecutiveManagers mustparticipatein seminars/classesforknowledge,skilldevelopmentandcontinuingeducationasrequiredbythe Department of Insurance.

LANGUAGESKILLS

AccountManagers,ProductionManagersandExecutiveManagers whotransactinsurancemust possess the ability to read and interpret insurance policies.Must be able to read and comprehend procedure manuals, correspondence, memos and compose professional emails relative correspondence.Ability to effectively present information one-on-one by phone and/or small group situations to clients, agents, managers and other employees of the organization.

REASONINGABILITY

All mustbeabletoapplycommonsenseunderstandingtocarryoutinstructionsfurnishedin written, oral or diagram form.Ability to deal with problems involving several concrete variables in standardized situations.

CERTIFICATES,LICENSES,REGISTRATIONS

AccountManagers,ProductionManagers,ExecutiveManagers whotransactinsurancemust have and maintain an active Property and Casualty Insurance License or Accident & Health Insurance license as required for appropriate lines of insurance.

PHYSICALDEMANDS

All: Thephysicaldemandsdescribedherearerepresentativeofthosethatmustbemetbyan employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While perform the duties of this job, the employee is regularly required to sit.Specific vision abilities required by this job include the ability to adjust focus as necessary for computer work, data entry and paper work.

WORKENVIRONMENT

All: Theworkenvironmentcharacteristicsdescribedherearerepresentativeofthosean employee encounters while performing the essential functions of this job.Reasonable accommodations may be able to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually moderate. #J-18808-Ljbffr Peck & Company Insurance Brokerage