What are the responsibilities and job description for the Commercial Insurance Account Manager position at Confidential?
We are seeking a Commercial Insurance Account Manager to join our team! You will be responsible providing support to customers on various types of insurance policies.
Minimum Requirements:
- High school diploma or GE
- Property and Casualty License
- Minimum of 3 years experience servicing commercial lines insurance
- Excellent oral and written communication skills
- Detail oriented
- Working knowledge of Microsoft office products; knowledge of AMS360 preferred
- Ability to maintain a high level of confidentiality
- Ability to handle multiple tasks
- Sales and customer service skills
- Ability to perform the essential functions of the job with or without reasonable accommodations
Job Responsibilities:
- Work with and provide quotes for existing customers
- Respond to requests from third parties: loss payees, cert holders, mortgages, etc
- Reviews and coordinates all renewal policies for adequate coverage (questionnaires/drivers lists)
- Review/explain accounting and other policy related issues
- Maintain records in company’s information system
- Receive claim details from customers and provide to appropriate insurance company
- Correspond with policyholders to confirm policy changes
- Examine letters from policyholders, original insurance applications, and other company documents to determine if changes are needed and the effects of changes to policies
- Prepare correspondence for Producers
- Prepare Bonds
- Maintain required license by attending continuing education classes
- Keep up-to-date with insurance company guidelines
- Cross-sell
- Scanning
- Other duties as assigned
Job Types: Full-time, Part-time
Pay: $20.00 - $26.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
License/Certification:
- Property & Casualty License (Required)
Work Location: In person
Salary : $20 - $26