Insurance Account Professional

3 days ago


Naperville, Illinois, United States General Search & Recruitment Full time
Job Summary
We are seeking a highly skilled Senior Commercial Account Manager to join our team at General Search & Recruitment. The ideal candidate will have a minimum of 7 years insurance experience and possess strong communication skills, both written and oral. This is an excellent opportunity for an experienced professional to take on a challenging role and contribute to the success of our organization.

Key Responsibilities:
  • Provide technical support to Sales Executives, including analyzing client needs and coverage forms.
  • Complete applications and submit them to eligible carriers, following up to ensure timely receipt of quotations and policies.
  • Order and issue binders, certificates, policies, endorsements, and other related items, verifying their accuracy and forwarding them to clients with appropriate correspondence.
  • Determine if direct or agency billing is appropriate and invoice accordingly.
  • Prepare summaries of insurance, schedules, and proposals for word processing as needed.
  • Process renewals in coordination with Sales Executives according to agency procedures.
  • Review audits of policies, verify accuracy, and facilitate corrections between clients and carriers.
  • Verify policy and policy change information, facilitating corrections when necessary.
  • Process incoming mail and phone requests, responding promptly and appropriately.
  • Process cancellations requests to carriers to ensure accurate and timely resolution, maintaining agency financial equity whenever possible.
  • Assist clients in submitting first reports of claims, facilitating prompt response from carrier staff, and following up on claims status according to agency procedures.
  • Identify exposure to loss and recommend appropriate coverages in coordination with Sales Executives.

Benefits:
  • Competitive salary range of $80,000 - $120,000 per year, depending on experience.
  • Ongoing training and development opportunities.
  • Friendly and supportive work environment.


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