Commercial Lines Account Manager/CSR Full Job Description
Applicants must have a property and casualty license to qualify for this position. It is also beneficial to be familiar with AMS360, but it is not required. The role offers an outstanding salary and an industry leading benefit package.
Customer Service Representative, Commercial Lines
Primary Responsibilities and Duties:
- Assists clients with making coverage changes in an automated environment, determines if delayed or advanced billing is appropriate and invoices, accordingly, uses each contact with the client as an opportunity to review the whole account, round it and market.
- Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs.
- Documents recommended coverages not taken to reduce E&O exposure.
- Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals.
- Submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.
- Responds to clients' needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy.
- Prepares summaries of insurance, schedules and proposals as needed.
- Remarkets renewals, contacts clients, creates renewal proposals and handles other renewal activities in coordination with the producer(s).
- Renews policies following agency standards. Verifies each renewal's accuracy; ensures that all renewals are produced.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verifies policy and policy change information, facilitating corrections when necessary.
- Processes incoming requests, responding promptly and appropriately.
- Verifies accuracy of all cancellations and takes corrective action when needed.
- Uses agency credit and collection policy in invoicing and pursuing prompt payments, requests cancellations from the carrier according to agency standards.
- Determines reasons for requests for cancellations; acts to save accounts; notifies producer(s) according to agency standards.
- Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
- Actively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts.
- Assists or completes other tasks as directed by agency management.
- Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
- Interacts with other effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency. Maintains up to date technical manuals and understands how to perform technical tasks to expedite client service.
Benefits:
× 401(k) × 401(k) matching × Dental insurance × Health insurance × Health savings account × Life insurance × Paid time off × Parental leave × Professional development assistance × Profit Sharing × Referral program × Retirement plan × Vision insurance
License/Certification: Insurance Producer License / P&C (Preferred)
Job Type: Full-time
Work Location: On-site, Rockford, IL
Primary Schedule: Monday to Friday 8am to 5pm
Salary: $50-70k/year, depending on experience.
