Job Description

This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.

Benefits

Responsibilities

• Renewal & New Business

Ø May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance. 

Ø On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer. 

Ø In coordination with the producer, if one is present, prepares and sends out submissions to markets and/or quote products on-line.

Ø May negotiate terms and pricing with underwriter 

Ø Review quotes, make recommendations, and verify that coverages are as requested and prepare proposal;

Ø Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;

Ø Ensure Auto ID’s are issued in advance of renewal.

Ø Prepare and issue renewal certificates.

Ø Process automatic renewals from companies in advance of expiration;

Ø Work with Processor(s) to prepare policies to send being sure to check work prepared;

Ø Prepare summaries and complete policy checks.

Ø Participates in meetings with customers and in the customer’s insurance decisions.

• Accounting/Audits

Ø Responsible for resolving accounting discrepancies to producers and clients. 

Ø Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.

• General

Ø Requests and tracks the processing of policy changes and endorsements; works with Processor(s)/Assistants in execution of this process

Ø Ensures the accuracy of information in the Agency Management System;

Ø Issues certificates within 24 hours and Auto ID Cards

Ø Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.

Ø Responsible for the accuracy of work given to Processor(s). 

Ø Processes endorsements w/ assistance from Processor(s).

Ø Generally handles a larger book of business with commissions exceeding $225,000 and more complexity.

Ø Maintains positive and professional working relationships with clients, carriers and other employees in the office.

Ø Participates in mentoring and training of other staff and may supervise lower level staff.

Requirements

Ø High School education required with college degree preferred or equivalent experience &/or education

Ø Advance knowledge of Personal Property/Casualty coverages.

Ø Current insurance license and maintains at least the CISR designation

Ø Typically has at least five years of experience as a P/L Account Manager.

Ø Ability to work with computer technology including use of Word and Excel or other relevant programs. 

Ø Aptitude for accuracy in mathematical calculations

Ø Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.

Ø Organizational and Time Management skills to prioritize workloads and meet deadlines.

Ø Keep up with continuing education requirements for licensing. Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.