Insurance Account Manager
5 days ago
Job Summary:
As an Insurance Account Manager at TransForce, you will be responsible for performing daily services on assigned tasks, including account transactions, client inquiries, and insurance marketing and sales. You will develop coverage strategies and plans, collect renewal data, and maintain accuracy of client data in our agency management system.
Responsibilities:
Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Develops coverage strategies and plans as necessary.
Review new/renewal policies and endorsements to insure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload, download and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned including back-up duties.
Requirements:
Active Property & Casualty License Required.
Strong organizational skills- ability to discern priority and initiative.
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Mathematical Skills:
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Reasoning Skills:
Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
Education/Experience:
High School diploma required, Associate Degree or higher preferred.
Minimum of 2 years of experience in commercial lines.
CPCU or special training course completion a plus.
Benefits & Perks:
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Opportunities for Growth
Parental Leave
Generous time away
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
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