What are the responsibilities and job description for the Commercial Account Associate position at CMZ Companies, Inc.?
Position Overview
No Insurance experienced required. Will train a smart, college graduate. The Commercial Insurance Associate assists the Commercial Account Manager, Commercial Account Executive and / or Commercial Lines Risk Advisor by processing changes, renewals, rating, billing and making calls to clients and / or companies as instructed.
Principal Duties and Responsibilities
- Creating and maintaining an unforgettable client experience
- Maintain own activity system within EPIC on outstanding endorsements, correspondence, audits, reports, reporting form coverage, claims, and follow up on overdue and suspense items; assist in maintaining expiration control log
- Maintain EPIC with up-to-date information regarding the clients' current policy coverages (e.g. coverage limits, endorsements, driver / vehicle lists, certificate holders, etc.)
- Prepare binders, certificates, account summaries (to include premium and loss experience as well as coverage), endorsements, policies, lost policy releases, FR19s, auto identification cards, and account balance statuses when requested
- Complete review of new and renewal policy checklist provided by ResourcePro for accuracy / verification (if applicable)
- Process and follow up with clients on cancellation / late notice and reinstatement requests
- Assist in the reporting of claims for or with clients. Update EPIC with the claim information. Notify Commercial Account Mangers, Account Executive and / or Risk Advisors on large claims or potential suit issues
- Pull MVRs from ChoicePoint
- Generate barcodes for client and / or carrier information to be scanned into EPIC
- Verify EPIC for accuracy of carrier endorsements processed against change request and / or activity and process invoice (if applicable), generate letter, and mail endorsement to client.
- Maintain a working knowledge of all company change procedures
- Participate in seminars and other training to maintain required licenses and for knowledge and skill development
- Report all malfunctions of EPIC software to Systems Operation Support
- Perform other duties as requested
