Insurance Account Manager

Benefits:

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Title: Customer Service Representative, Commercial Lines

Purpose: To carry out the mission of the organization at all times.

Reports to: Agency Owner The Commercial Lines Customer Service Representative performs the essential functions of the position, which includes aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities am required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency. General office administrative duties are also involved.

Systems requirements:

• Be fluent and skilled in our AMS Vertifore System; vertafore.com

• Leveraged advanced capabilities in Microsoft Office Suite, including Excel, PowerPoint, Outlook, and CRM platforms, to optimize client and office operations

• Hold Texas Property and Casualty License

New Business

• Pre-qualifies new business. prospects according to agency standards.

• Assists clients with making coverage changes in an automated environment supported by transactional filing; determines if delayed or advanced billing is appropriate and invoices accordingly; uses each contact with the client as an opportunity to review the whole account, round it and market.

0 Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs.

0 Provides technical support to producer(s) to benefit clients and to reach agency's strategic business goals.

11 Prepares proposals and completes application in coordination with producer(s); submits. Applications to eligible and. appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.

11 Explains to clients' needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy.

11 Actively seeks referrals from current client base; follows up to generate new business by using prospect data base and automated marketing tools.