IBOC Laredo is Hiring a Commercial Lines Account Executive Assistant Near San Antonio, TX
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time Department: 900 Insurance Administration Job Summary: Supports Account Executive team on essential functions supporting clients' service needs to the agency's quality and service standards. This position includes training to become a full Account Executive. Job Description: ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Primary Responsibilities: · Support Account Executive with day-to-day service needs for clients · Support Account Executive with marketing for new and renewal coverages · Support Account Executive with preparation of summaries of insurance, schedules, loss summaries, proposals · Support Account Executive with claim and cancellation activities for client Detailed duties: · Process Certificates and Evidences of Property with Account Executive oversight · Issue Auto ID cards · Import/Export/Update Certificate Holder Lists · Maintain accurate client data in agency management system (AMS) · Request/follow up/complete/deliver client change requests from carriers/brokers · Ensure AMS policy, applications, transactions are updated based on changes · Prepare policy cancellations/Lost Policy Release forms · Notify AE of any cancellations · Request Loss Runs for renewing policies 90 days before renewal · Request MVRs as directed · Create summaries of insurance as directed by Account Executive · Quote and issue premium finance notes as directed by Account Executive · Input data into AMS to create applications for submissions · Complete policy checklists as directed by Account Executive · Check audits and prepare for delivery as requested by Account Executive · Update AMS and set suspense for audits in progress · Pull endorsements and policies from carrier websites · Create building valuations · Request Experience Mod Worksheets as directed by Account Executive · Set up draft renewal proposals for Account Executive · Gather Renewal Supplemental applications as directed by Account Executive Education: · Prefer high school diploma or equivalent Knowledge, Skills and Abilities: Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately. Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions IBC Bank was founded in 1966 to meet the needs of small businesses in Laredo, Texas. Today it is one of the largest holding companies in Texas serving 90 communities throughout Texas and Oklahoma with 191 branches and 288 ATM's. The bank's success is a result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. Our commitment to "Do More" for the communities we serve permeates our company from top down. The success of IBC and it's 50 consecutive years of growth and profitability are due to strong leadership, customer centric business philosophy and our motto of "Doing More" in our communities. Wait there's more! We offer a comprehensive benefits package, based on eligibility, benefits include: Medical Plan Employer Paid Life Insurance Flexible Spending Program 401k Profit Sharing Program Supplemental Benefit Programs such as: Vision, Dental, Disability Tuition Assistance Program Employee Computer Purchase Program Sick Leave Vacation Paid Holidays