What are the responsibilities and job description for the Account Service Manager - CL position at Legacy Risk Solutions?
Description
We are an independent insurance agency seeking an Insurance Processor to be responsible for processing accurate, professional insurance forms & documents and to provide support to other staff members. This position is expected to work hand in hand with the Account Managers, but also to work independently at times and be problem solvers.
Responsibilities And Duties
Some of the duties include but aren’t limited to:
Benefits
We are an independent insurance agency seeking an Insurance Processor to be responsible for processing accurate, professional insurance forms & documents and to provide support to other staff members. This position is expected to work hand in hand with the Account Managers, but also to work independently at times and be problem solvers.
Responsibilities And Duties
Some of the duties include but aren’t limited to:
- Answer incoming customer calls
- Maintaining and updating client data base
- Verify Policy Information
- Verify Account Information
- Some billing functions & correspondence with accounting
- Process policy changes & maintenance
- Processing incoming and outgoing mail
- Perform scanning, document storage, etc.
- Consistent activity log
- Maintain current suspense log
- Proficient use of Agency Management System & Integrating software knowledge
- Excel spreadsheet creation and maintenance
- Candidate will also be required to obtain their P&C insurance license within the first 90 days of employment.
- Strong attention to detail.
- Proficiency in Microsoft products.
- Self-motivated and able to handle multiple tasks.
- Good oral and written communication skills.
- High emphasis on teamwork, collaboration, data analysis and process innovation.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance