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Jr. Account Manager

2 months ago

Phoenix, United States Crest Insurance Group Full time

Crest is looking for a Commercial Lines Jr. Account Manager. This is a wonderful opportunity to have a career in a fast-growing insurance brokerage firm. We have physical locations in Arizona, Colorado, California, Nevada and Wyoming servicing customers in all 50 states.

Minimum Qualifications:

  • High School Diploma and 3 or more years Commercial Lines Associate (Processor) or related experience
  • Resident State P&C license required
  • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Ability to navigate various carrier websites to retrieve items for processing or customer inquiries.

Preferred Qualification:

  • Previous experience working in Applied EPIC and CSR24
  • Ability to read MVR's
  • Additional Knowledge Skills and Abilities:
  • Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
  • Must possess excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.
  • Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.

Examples of Essential Job Duties:

  • Initiate any type of change request and send to carrier to make policy changes, issue certificates, auto ID cards, and any/all other insurance documents customary to commercial lines processes.
  • Respond to internal and external inquiries and/or requests in a timely manner
  • Follow up with Carriers for the following types of documents: Policies & endorsements either via email or via the applicable carrier website
  • MVR's - Order and know how to read
  • Request Loss Runs from carriers or retrieve from applicable carrier website
  • Process certificate requests in CSR 24, both individual and renewal requests
  • Assist with clients' access & utilization of the CSR 24 Client Portal
  • Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, proof of auto insurance, and all similar documents for accuracy and prepare correspondence to insured and/or carrier as needed
  • Review and adhere to processing procedures in order to incorporate the capabilities of the system into the daily workflow and streamline the workflow
  • Work closely with Account Executive/Account Manager as well as Brokers to develop the skills and insurance knowledge necessary to perform assigned tasks as well as develop strong independent, communication and interpersonal skills
  • Responsible for working directly with Account Executive/Account Manager and/or Brokers, at the supervision and direction of the Account Executive/Account Manager, to service and retain assigned client accounts
  • Assist Account Executive/Account Manager and Broker, at the direction of the Account Executive/Account Manager, in coordinating with marketing during the marketing and quotation process by completing and reviewing applications to help identify and target new business lines for existing insureds and/or making recommendations to Broker for account rounding as appropriate
  • Assist in the process of binding coverage which may include requesting all coverages bound, confirming all coverage is bound, and issuing binders or obtaining binders from wholesalers on behalf of customers as needed and checking for accuracy
  • Maintain current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures
  • Works at direction of Account Executive/Account Manager gaining knowledge and ability to create Summaries of Insurance and Proposals of Insurance
  • Assist Account Executive/Account Manager in Invoicing - timely, accurately, and per agency policy and procedure as well as reading and understanding Account Receivables procedures
  • Follow agency Standard of Excellence and Best Practices procedures for processing and preparation of customer correspondence, certificates of insurance, binders, cancellation requests, insurance I.D. cards and internal correspondence as requested ensuring that activities and follow-ups are set and the client file in the Agency Management systems is updated and consistent
  • Perform in a manner that will prevent errors and omissions
  • Other duties as assigned.

Benefits:

At Crest, we pride ourselves on providing an exciting, collaborative workplace along with a generous and highly competitive benefits package. Benefits at Crest extend above and beyond what most companies provide their employees. It is an amazing piece of your total compensation package.

Crest is an equal opportunity employer, ensuring that no applicant for employment or employee is denied equal opportunity because of race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability, family medical history or genetic information, political affiliation, or military service.