What are the responsibilities and job description for the Commercial Lines Account Manager position at Ansay & Associates?
We are seeking a motivated individual with at least two years of experience within commercial account management, the proven ability to guide a team, and a loyalty to provide value-added service that protects individuals and builds strong client relationships.
Job Description Summary
Under the direction of the Commercial Lines Team Leader, the Commercial Lines Account Manager - CORE Team, will be responsible for providing support in obtaining, maintaining, expanding and servicing of Commercial Lines Select Accounts. This is a full time position that could be located in any of our office locations.
At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds
expectations - It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal
Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride
In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High
Expectations & Pursuit of Opportunities to further our Capabilities – Ansay Strategic Initiatives
Essential Duties and Responsibilities:
- Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
- Provide assistance to Producers in handling and processing new commercial lines business.
- Review renewal requests, endorsements and audits for accuracy.
- Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders
- Obtain renewal information requested by the company underwriter.
- Prepare pre-renewal packets and maintain underwriting and marketing information by carrier.
- Review company issued New and Renewal policies for accuracy in rating, typing, endorsement forms and coverages.
- Review all Accord applications for accuracy.
- Work with accounting to invoice all premium bearing Agency bill transactions.
- Handle telephone requests and written miscellaneous correspondence (ex. Bank Requests).
- Process cancellation requests.
- Keep up to date on insurance forms and coverage changes through bulletins and circulars.
- Process claims and follow ups as needed.
- Service commercial line select accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures
- Provide prompt, accurate, courteous service to customers, producers and company personnel.
- Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible.
- Complete necessary Accord Applications for account rounding and adding additional lines of business.
- Remarket existing business as needed based on market needs and customer requests.
Qualifications and Requirements:
- Bachelors degree (from an accredited university) in Business or related field
- Minimum of two years Commercial Lines experience
- Thorough understanding of commercial lines insurance and products
- Licensed per state requirements - or willing to obtain
- Have one insurance designation (i.e. CISR, CIC, CRM) - or be willing to obtain
- Self-starter, think outside the box, imaginative and creative with good communication skills both verbal and written
- Detail oriented and solid listening skills
- Team Player with a Can Do Attitude
Job Type: Full-time
Pay: $24.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $24
