Assistant Commercial Account Manager

2 weeks ago


Dallas, United States Powell Insurance Group Full time
Job DescriptionJob Description

Initiate renewal process for existing clients and prepare summaries of insurance schedules for review with Account Manager

Prepare Certificate of Insurance, endorsements and evidence of property

Verifying policies vs quotes and binders

Communicate with clients, producers and underwriters

Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.

Utilize carrier online rating programs when necessary

 

Company DescriptionIndependent insurance agency in business for 9 years with $2.6 million book of business and a wide variety of commercial policies.Company DescriptionIndependent insurance agency in business for 9 years with $2.6 million book of business and a wide variety of commercial policies.

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