Commercial Lines Account Manager
- TITLE : Commercial Lines Account Manager
- TERMS : Contract / Long Term
- LOCATION : Houston, TX 77079 (Hybrid)
- HOURS : Mon- Fri- 8 : 00 AM-5 : 00 PM
- HOURLY RATE : $35.00 / Hour
- REFERRAL BONUS : $500
Qualifications
- Licensed
- Recent experience primarily handling small business accounts
- General BOB size about $400,000 in revenue assuming
- Ezlynx is a quoting software for insurance co. & potentially EPIC experienced
Responsibilities :
- Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
- Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
- Maintain client files in Epic and use Epic for processing all transactions.
- Process daily incoming mail, and phone requests, responding promptly and appropriately.
- Handle cancellations with care, and acts to save accounts (if applicable) and notifies producer.
- Assist with preparing proposals and applications, submit to insured’s and carriers (or marketing department); follow up to insure timely responses.
- Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients.
- Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic file accordingly.
- Renew and re-market accounts as needed in conjunction with agency standards.
- Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
- Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Determines if agency or direct billing and invoices accordingly. If it’s an agency bill account, enter the premium into the system, and forward accounting company invoice for further processing by their department.
- Must update the Epic system accordingly using the Epic guidelines.
- Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Set up contracts.
- Other duties as assigned.
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