Commercial Lines Account Manager

Job Description

Position Overview

The Commercial Lines Account Manager is a full-time position at the company's Columbia location. The Account Manager provides prompt, accurate, and courteous service to customers, producers and company personnel. The position requires a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts.

The following is a list of the essential functions of this position. This list is intended to be representative of the tasks preformed within the position description but is not limited to:

Service commercial lines accounts as assigned, aiding in rating and quoting as needed, and aiding in collections Binding New & Renewal Coverage – Processing Commercial Lines applications and collection of premiums per established agency procedures before binding any coverage Review applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines Initiate, screen and prepare endorsement requests for Commercial Lines clients Rate and compute endorsement, cancellation, additional or return premiums when required. Prepare and process bonds, endorsements, and cancellations when required Prepare and process all requests for certificates of insurance as required within 24 hours of request Handle telephone requests and correspondence in reference to assigned clients Review all policies and endorsements for accuracy Maintain all client activity in the agency automation system Invoice all Agency Bill premium bearing transactions Keep current on rates, forms and coverage changes through circulars and bulletins, trade publications and seminars and schools offered In cooperation with producer and marketing, prepare proposals/Summaries of insurance for new & renewal commercial lines clients as needed, including visits to clients with producer when requested Compute and prepare premium finance contracts as needed Participate in seminars and classes for skill and knowledge development Maintain required licenses Maintain suspense items in a timely manner Following written procedures, process claims through the company and Partner XE System, advising producer immediately of claims Type and issue cancellation notices as required Service commercial lines accounts to prevent gap and/or lapse in coverage, thus reducing our E&O exposures Maintain accurate and updated suspense file Receive and process claim reports to company and suspense for handling of claim by company with appropriate follow-up Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure Be aware of past due accounts and work with producer to contact insured as needed Order motor vehicle reports, process FR10, FR31 through ALIR System Prioritize work load and/or request for assistance as required Prepare account summaries as required Prepare I.D. cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements Prepare premium notes, questionnaires, and/or any vital documents required by the various companies Assist other agency departments in securing and/or providing information necessary to issue policies in their department for which we have a mutual client Assist and prepare formal proposals of insurance Deliver policies, and related documents to insureds as needed Meet with clients to discuss and handle their insurance needs Prepare general correspondence as required for executive officers Assist prospects/insureds until a producer is available Refer life and health insurance leads to Life & Health Department Keep producers fully informed of important activities on their accounts including being sensitive to potential problems and informing management Assist producer in cross selling and account rounding Follow the guidelines outlined in this manual Immediately report all malfunctions of The Agency Manager software to the Systems Manager Other duties as assigned

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