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Commercial Lines Insurance Account Manager
Commercial Lines Insurance Account ManagerZipRecruiter • Tulsa, OK, US
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Commercial Lines Insurance Account Manager

Commercial Lines Insurance Account Manager

ZipRecruiter • Tulsa, OK, US
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Overview

This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.

Benefits

  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Insurance
  • Parental Leave
  • Hands on Training
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Retirement Plan

Responsibilities

Renewal & New Business

  • May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.
  • On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer.
  • In coordination with the producer prepares and sends out submissions to markets and / or quote products on-line.
  • Analyzes customers insurance needs and compares insurance packages considering risk and price of coverage.
  • Authority to execute and bind the Agency and its customers to insurance and finance contracts.
  • Review quotes, make recommendations, and verify that coverages are as desired and prepare proposal;
  • Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;
  • Ensure Auto IDs are issued in advance of renewal.
  • Prepare and issue renewal certificates.
  • Process automatic renewals from companies in advance of expiration;
  • Work with the Processor / Assistant to prepare policies to send being sure to check work prepared;
  • Prepare summaries and complete policy checks.

    • Accounting / Audits

  • Responsible for resolving accounting discrepancies to producers and clients.
  • Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.

    • General

  • Requests and tracks the processing of policy changes and endorsements; works with Processor in execution of this process
  • Ensures the accuracy of information in the Agency Management System;
  • Issues certificates within 24 hours and Auto ID Cards
  • Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.
  • Responsible for the accuracy of work given to the Processor / Assistant.
  • Processes endorsements with assistance from the Processor / Assistant.
  • Maintains positive and professional working relationships with clients, carriers and other employees in the office.
  • Regular and consistent attendance is an essential function of this position

    • Requirements

  • High School education required with college degree or equivalent experience & / or education
  • Typically have spent 1 to 2 years as a Processor and / or Assistant Account Manager
  • Good working knowledge of Commercial Property / Casualty coverages.
  • Current insurance license and should be working toward or hold the CISR designation
  • Ability to work with computer technology including use of Word and Excel or other relevant programs.
  • Ability to operate computers and general office equipment
  • Aptitude for accuracy in mathematical calculations
  • Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.
  • Organizational and Time Management skills to prioritize workloads and meet deadlines.
  • Verbal, written and interpersonal skills to interact with associates at all levels of responsibility.

    • J-18808-Ljbffr

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    Commercial Lines Insurance Account Manager • Tulsa, OK, US