P & C Commercial Account Manager
CMZ Companies, Inc.
Commercial Lines Account Manager
Position Title: Commercial Lines Account Manager
Primary Functions:
1. Provide prompt, accurate, courteous service to customers, Account Executives and company personnel.
2. Grow and develop talents and insurance knowledge to highest level possible.
3. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
Major Responsibilities:
1. Service Commercial Lines accounts as assigned and aid in collections.
2. Collect premiums per established agency procedures.
3. At the direction of producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with Account Executive when requested.
4. Initiate, screen and prepare endorsement requests for Commercial Lines clients.
5. Prepare and process cancellations when required.
6. Prepare and process all requests for certificates of insurance as required within 24 hours of request.
7. Review all applications, policies, endorsements and audits for accuracy.
8. Setup and prepare new account files per agency procedures.
9. Invoice all premium bearing transactions.
10. Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure.
11. Prepare account summaries as required.
12. Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements.
13. Deliver policies, and related documents to insureds as needed.
14. Maintain suspense items in a timely manner.
15. Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
16. Participate in seminars and classes for skill and knowledge development.
17. Maintain all client activity in the agency automation system.
18. Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
19. Prioritize work load and/or request for assistance as required.
P&C Agents License required
AMS 360 experience preferred
Some remote work experience preferred.
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