About the role
Description
Essential Duties and Responsibilities Account Management
Provide day-to-day client management on a real estate book of business, primarily working with core business insurance accounts.
Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
Process incoming mail (postal, email and/or faxes) for the team and distribute to team
Process cancellation notices/non-payment issues
Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery
Deliver policies as directed by Producer
Request and prepare policy endorsements
Issue certificates of insurance and deliver special handling certificates
Process client monthly reports
Process premium audits and deliver disputed audits
Follow agency procedures for client management system
New/Renewal Marketing
Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures
Review expiration checklist and manage workflow per Commercial Lines Service Standards
Work with team to coordinate market ready submissions including specialty applications
Review and roll renewal submissions or create Acord applications as directed by team
Complete online rating with carriers as required for coverage placement as directed by team
Prepare finance agreements with finance companies
Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.
Other Duties and Responsibilities
Accept special assignments as directed by leader
Support agency directives in effectively managing agency/carrier relationships
Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems
Requirements
At least 4+ years of Business Insurance customer service experience (required).
Experience with online quoting and overall knowledge of the commercial insurance marketplace (required).
Ability to work in a team setting (required).
Detail-oriented (required).
Ability to organize and prioritize work responsibilities (required).
Excellent communication skills – verbal and written (required).
Active Resident Property and Casualty insurance license (required).
Epic experience (preferred).
Microsoft Office experience, specifically Word and Excel (preferred)
Ability to navigate insurance carrier websites (preferred).