What are the responsibilities and job description for the Commercial Lines Account Manager position at Ansay & Associates?
Job Details
Description
Essential Duties and Responsibilities:
Description
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, endorsements 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 cancellations requests.
- Keep up to date on insurance forms and coverage changes through bulletins and circulars.
- Process claims and follows up 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.
- Bachelors degree (from an accredited university) in Business or related field or a combination of education and experience.
- Minimum of two years Commercial Lines experience (preferred)
- Thorough understanding of commercial lines insurance and products (preferred)
- 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
- Detailed oriented and solid listening skills
- Team Player with a Can Do Attitude
