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Commercial Lines Account Manager Assistant
2 months ago
Sanford and Tatum, a division of Heritage Risk Management, an Alera Group LLC, is seeking a highly 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. Our focus is on building strong relationships and providing exceptional customer service.
Key Responsibilities:- Provide assistance to account managers and producers in handling and processing new and renewal commercial lines business.
- Offer in-house customer service to clients as assigned and requested.
- Coordinate expirations with producers to obtain renewal and/or new business information.
- Request bids from carriers and follow up on receipt of proposals and verify bid specifications.
- Assist 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.
Requirements:
- Must be a self-starter with good communication skills, both verbal and written.
- Should have a thorough understanding of Property & Casualty underwriting and coverages.
- Working knowledge of computer and previous experience with copier, fax, email, and other electronics.
- Minimum 1-year experience in a similar position is desirable.
- Must be licensed per state requirements.
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 welcome applicants from diverse backgrounds. If you're a California resident, please read the California Consumer Privacy Act prior to applying.
