Commercial Insurance Account Manager
2 weeks ago
Our client near West Lake Hills, TX is looking to add a Commercial Lines Account Manager to handle their small accounts under $40K in premiums. The ideal candidate will work well in a family-oriented environment, is independent thinking, is a team player, has compassion and care for clients, is patient and is task driven. This role is a full-time permanent role M-F 8am-5pm offering $55K-$65K DOE.
This role is Hybrid: 2 days in office (Wednesdays plus 1 other) and 3 days at home after training period.
Position Summary:
The Commercial Insurance Account Manager will provide prompt, accurate and courteous service to the company's clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. The Commercial Insurance Account Manager must have a thorough understanding of commercial insurance policies & coverage. The book of business is both new and renewal.
Key Responsibilities:
- Handling service requests and answering incoming calls
- Review and work open activities and email correspondence daily
- Handling endorsement/change requests
- Maintain and work claims, billings and certificates
- Helping clients with cancellation notices
- Handle any coverage inquiries by the customer
- Regularly report on the status of your accounts, renewal cycle and tasks
- Produce certificates of insurance
- Generate referrals when possible
- Review and assist with audits
- Return any disputed audits back to the carrier
- Attach detailed correspondence in EPIC
- Regular and timely attendance is an essential job requirement
Qualifications:
- Texas Property & Casualty Insurance license, STRONG PLUS
- At least 4+ years of commercial lines experience
- MUST HAVE Applied EPIC operating system experience
- Strong written and verbal communication skills
- Excellent organization and time-management skills
- Excellent insurance knowledge, customer service and computer skills
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