What are the responsibilities and job description for the Account Manager - Commercial P&C (HYBRID) position at THE LOOMIS COMPANY?
The Loomis Company is seeking individuals who are driven, reliable, and looking to excel with our growing team! For over 65 years, The Loomis Company has been a family owned company committed to protecting what you value most…Your people. Your assets. Your future!
WHO WE ARE:
With a reputation as one of the most trusted insurance experts in the industry, The Loomis Company continually expands our business with a focus on service, expertise, and technology.
WHO WE'RE LOOKING FOR:
This individual will have the ability to contact a client, gather information, determine coverage’s needed for the individual client, market, place, and sell the account. Knowledge of financial statements along with the ability to prioritize and delegate work flow issues for the most efficient use of time and resources is required for success.
- Advise clients on coverage issues
- Decide the best market with which to place an account and which markets to approach
- Check all incoming policies, audits, and endorsements for accuracy
- Input the data on the system
- Bill policies, audits, and endorsements
- Write to company for corrections to policies, endorsements, audits
- Enter and update applications to be submitted to company for marketing
- Follow up with companies in marketing process to obtain quotations
- Take customer calls for certificates of insurance and changes (car changes, ID cards, etc.)
- Write to company for changes, issue certificates, ID cards, and send out to customer
- Issue binders
- Issue cancellation requests
- Check expiration lists to be sure everything is bound or renewed on time
- Research and explain accounting differences
- Do rating if needed
- Check follow-up items and second request outstanding items
WHAT YOU CAN BRING TO THE TEAM:
- Customer service experience
- Speed and accuracy in all areas
- Detail-oriented.
- Knowledge of Microsoft Office products.
- Excellent verbal and written communication skills.
- Organized
DESIRED EDUCATION AND EXPERIENCE:
- High School Diploma or General Education Degree (GED)
- Property & Casualty license required
- 3-5 years P&C commercial insurance experience preferred
- CIC / CISR designation preferred or ability to complete course for designation
WHAT WE HAVE TO OFFER YOU!
- Generous Paid Time Off & paid Holidays
- Work/Life Balance
- Medical, Dental, and Vision
- Healthcare spending or reimbursement accounts such as HSA or FSA
- Employer paid Core Benefits - Life Insurance, Short & Long Term Disability, EAP
- 401k with Company match
- Many Company sponsored employee events
- Career advancement opportunities
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications and close vision computer use. The employee may need to lift and/or move up to fifteen (15) pounds.