Insurance Business Development Specialist
7 days ago
We are seeking an Account Manager to join our team at Western Pacific Insurance.
The estimated salary for this role is $60,000 - $80,000 per year.
Main Responsibilities:
- Handle customer inquiries via phone, promptly and professionally.
- Perform tasks on our agency management system with accuracy and efficiency.
- Process new and renewal business, including reviewing subjectivities and following up with clients.
- Follow up with clients for missing documents and submit information to carriers.
- Communicate with carriers for binders, invoices, and policies.
- Provide premium finance agreements as needed.
- Order inspections in conjunction with binds when necessary.
- Process endorsements, checking for carrier accuracy.
- Process policy cancellations and reinstatements, including following up with carriers and accounting.
- Manage audit disputes.
- Issue Mesa policies and endorsements.
- Assist in training Customer Service Representatives as needed.
- Support CSR duties and secondary support for Front Desk.
- Perform additional assigned duties as required.
Requirements:
- A high school diploma is required; a college degree is preferred.
- Minimum two years of customer service experience in the insurance industry.
- Strong verbal and written communication skills to convey professionalism.
- Detail-oriented, resourceful, and able to think critically.
- Highly organized with the ability to handle multiple tasks simultaneously.
- A positive disposition is essential for interacting with office personalities.
- Adaptability to changes in processes and procedures.
- Above-average computer proficiency.
- A value on teamwork and appreciates constructive feedback.
- An active property and casualty insurance license is required.
- A willingness to obtain CISR designation.
- Ability to work regular core hours, Monday through Friday, 8:00 am to 5:00 pm.
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