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Commercial Lines Account Manager Assistant
2 months ago
At Sanford and Tatum, a division of Heritage Risk Management, an Alera Group LLC, we're seeking a skilled Assistant Commercial Lines Account Manager to join our team. As a trailblazer in the risk management industry, we pride ourselves on crafting personalized solutions for our clients.
We're an independent agency based in Lubbock, TX, with the freedom to choose our own path. Our focus is on protecting the people and businesses we serve from risk, so they can rest easy knowing they're well covered against losses – both today and tomorrow.
We're not just about insurance policies; we're about building relationships and demonstrating a higher level of caring. Our goal is to be valued partners who work hard to earn the trust and confidence of our clients every day.
Primary Functions:
- Provide assistance to account managers and producers in handling and processing of new and renewal commercial lines business.
- Provide in-house customer service to clients as assigned and requested.
Major Responsibilities:
- Coordinate expirations with producer to obtain renewal and/or new business information. Maintain renewal review spreadsheet.
- Request bids from carriers; follow-up on receipt of proposals and verify bid in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
- Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed.
- Receive phone calls from clients and companies regarding insurance, claims, or administrative problems.
- Document service issues and meetings/phone calls with clients.
- Maintain a suspense system to follow-up on outstanding issues, correspondence, reports, and follow-up on overdue and suspense items.
- Be familiar with and follow agency E&O guidelines.
- Perform special projects at management's request.
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more. We're an equal opportunity employer, and all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
