22 Commercial Account Manager #: 23-04808 Jobs in Norman, OK
HireTalent - Diversity Staffing & Recruiting Firm is Hiring a Commercial Account Manager #: 23-04808 Near Norman, OK
- Upon receipt of new business application or renewal instructions, accurately complete applications for new and renewal business. Prepare proposals and complete application in coordination with producers, submit applications to eligible and appropriate carriers and, when requested, obtain client signatures on all applications. Follow-up to ensure timely receipt of quotations and policies.
- Perform all necessary rating sufficient for policy quotation and/or issuance on carrier website or rating programs. Calculate premium if company-rating program is available. Responsible for the issuance of premium bearing binders, invoices, and resolving carrier accounting discrepancies.
- Prepare proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases and account balance status when requested. Ensure items are delivered and/or mailed to client. Initiate correspondence with companies and clients. Maintain follow-up and suspense file on outstanding orders, correspondence, audits, reports, reporting form coverage, and follow-up on overdue and suspense items. Maintain expiration control log.
- Request renewals, endorsements and other needed data from the companies and insureds. Solicit Producer/Account Executive assistance, when necessary, in order to issue coverage in a timely, efficient manner. Bind coverage within agency underwriting authority.
- Check new and renewal policies, endorsements, audits, cancellations and promptly handle for accuracy in rating, typing, coverage, signatures and input these transactions to generate billing invoices and quality products for our customers. Maintain files in an orderly, up-to-date manner.
- Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency standards. Process and follow-up on cancelation request to carriers to ensure accurate and timely resolution.
- Receive phone calls from clients and companies and comply with the request and/or refer to the Producer/Account Executive.
- Refer current and prospective clients to Employee Benefits or Personal Insurance Department, or to a Commercial Producer, for solicitation of those lines of business.
- Participate in seminars and other training, to maintain required licenses and for knowledge and skill development. Meet with company representative to update carrier appetite, underwriting guidelines, etc.
- Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions.
- 2-4 yrs previous account management experience preferred.
Job Summary
Contractor
$95k-128k (estimate)
06/23/2024
07/17/2024
The job skills required for Commercial Account Manager #: 23-04808 include Account Management, Billing, Coordination, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Account Manager #: 23-04808. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Commercial Account Manager #: 23-04808. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Commercial Account Manager #: 23-04808 positions, which can be used as a reference in future career path planning. As a Commercial Account Manager #: 23-04808, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Account Manager #: 23-04808. You can explore the career advancement for a Commercial Account Manager #: 23-04808 below and select your interested title to get hiring information.
If you are interested in becoming a Commercial Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Commercial Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Commercial Account Manager job description and responsibilities
The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high servi
02/02/2022: Cincinnati, OH
Account managers foster good relationships with the specific clients they serve.
02/26/2022: Great Falls, MT
They manage the relationship with the client of the account(s) they are assigned to.
03/20/2022: Lancaster, PA
An account manager focuses on maintaining the agency-client relationship by working with the client to develop a business strategy that will fulfill their needs.
02/21/2022: Las Cruces, NM
Developing a complete understanding of key account needs and provide customer relationship management.
02/02/2022: Cincinnati, OH
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Commercial Account Manager jobs
The account manager would frequently serve as a combination of a salesperson, customer service representative, technical specialist, and financial advisor.
03/23/2022: Canton, OH
Account managers typically work with multiple small accounts or a few larger ones.
02/09/2022: Denver, CO
Account managers also have to meet the expectations of the agency's senior management.
01/27/2022: Jackson, MS
There are also skills account managers must learn and acquire through training, experience and educational opportunities.
01/20/2022: New Britain, CT
Account managers typically apply their skill set toward providing a great service and experience to their clients.
03/13/2022: Trenton, NJ
Step 3: View the best colleges and universities for Commercial Account Manager.
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