Account Administrator

POSITION SUMMARY :

The Commercial Account Administrator is responsible for servicing a designated group of customers, providing support to Sales Executive and / or Account Executive Commercial as applicable, processing work, receiving and making calls to customers or insurers, or by assisting in any other areas as required. The primary line of business is Property and Casualty.

Certification is not necessary, but must be willing to get certified.

PRIMARY RESPONSIBILITIES AND DUTIES :

• ? Service a designated group of customers, manage and process customer requests including changes to policies; review billings.
• ? Provides quotes, proposals, and bind coverage as needed according to insurer guidelines.
• ? Coordinates processing of the necessary documents with the Administrative Assistant.
• ? Provides support to Sales Executives and / or Account Executive Commercial :

The Commercial Account Administrator should be responsive to customer inquiries and requests, in order to foster new-business opportunities (including by identifying cross-selling opportunities), maintaining customer relationships and building customer loyalty. ? Reviews assigned policies to determine if additional coverages should be solicited prior to renewal ? Conducts periodic service calls for designated customers. ? Documents all conversations with customers and / or insurers relative to exposures and coverages. ? In all processes, refers to the agency's Policy and Procedures Manual as needed.

SECONDARY RESPONSIBILITIES AND DUTIES :

KNOWLEDGE, SKILLS, AND ABILITIES :

QUALIFICATIONS :