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Lead Account Manager

3 months ago

Englewood, United States CRS Insurance Brokerage Full time

PRIMARY OBJECTIVE: With little supervision, direction from team(s), and a high degree of professionalism, perform services for our customers, delegate tasks to team members, and assist team(s) as assigned while handling the needs of existing and potential clients.

PREFERRED POSITION QUALIFICATIONS/BEHAVIORS: Minimum of five years of agency customer service experience. Bachelor's Degree preferred or experience in lieu of a degree. Strong written and verbal communication and a high sense of urgency. Possess a Property & Casualty license. Possess CISR or comparable designation and be working to obtain CIC or comparable designation. Knowledgeable in commercial line coverages. Knowledgeable with company guidelines and underwriting rules. Detail-oriented and strong organizational skills.

DUTIES & RESPONSIBILITIES: Responsible for account servicing needs directly with the client during the policy year, including but not limited to the following:

Adherence to CRS Core Values & Code of Ethics. Adherence to CRS policies and procedures, including CRS time standards. Handle all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits to the client may be required. Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows and procedures. Respond to Client’s inquiries and maintain documentation of communications, existing issues, and issue resolutions. Orders and/or issues binders, certificates, endorsements, policies, and other related items; verifies their accuracy and delivers to the client with appropriate correspondence. Resolve coverage and premium discrepancy issues. Servicing of book and delegation of tasks to team members (Second AM, Assistant AM, Certificate Department & Fusion First). Certificates of Insurance and Auto ID cards. Endorsements /change requests. Data entry (clients, applications, policy info). Binds coverage as directed by the team. Monitoring and processing cancellations. Audit review, processing, follow-up, and collection. Invoicing. Assist with premium collection as needed. Monitor policy expirations and renewal log book to avoid any lapse in coverage.

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