What are the responsibilities and job description for the Commercial Lines Account Manager position at CMZ Companies, Inc.?
Commercial Lines Account Manager
Position Title : Commercial Lines - Account Manager
Reports To : Kim Granger
Primary Functions :
1. Provide prompt, accurate, courteous service to customers, Account Executives and company personnel.
2. Grow and develop talents and insurance knowledge to highest level possible.
3. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
Major Responsibilities
1. Service Commercial Lines accounts as assigned and aid in collections.
2. Collect premiums per established agency procedures.
3. At the direction of producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with Account Executive when requested.
4. Initiate, screen and prepare endorsement requests for Commercial Lines clients.
5. Prepare and process cancellations when required.
6. Prepare and process all requests for certificates of insurance as required within 24 hours of request.
7. Review all applications, policies, endorsements and audits for accuracy.
8. Setup and prepare new account files per agency procedures.
9. Invoice all premium bearing transactions.
10. Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure.
11. Prepare account summaries as required.
12. Prepare ID cards, evidence of property, certificates, binders, and / or obtain underwriter approval on manuscript endorsements.
13. Deliver policies, and related documents to insureds as needed.
14. Maintain suspense items in a timely manner.
15. Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
16. Participate in seminars and classes for skill and knowledge development.
17. Maintain all client activity in the agency automation system.
18. Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
19. Prioritize work load and / or request for assistance as required.
20. Assist other agency departments in securing and / or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
21. Meet with clients to discuss and handle their insurance needs.
22. Assist prospects / insureds until an Account Executive is available.
23. Assist Claims Department in providing coverage information.
24. Keep producers fully informed of all important activities on their accounts.
25. Obtain expiration dates for policies not written by us to follow-up on and quote.
26. Assist other departments and producers in cross selling and account rounding.
27. Immediately report all malfunctions of system software to the systems manager.
28. Assume other job responsibilities as assigned by Account Executives or Dept Manager
Qualifications
Valid Maryland property and casualty license in good standing. Minimum of a High School Diploma or equivalent, preferred associate or bachelor's Degree. Comprehensive knowledge of commercial insurance and products. Excellent oral and written communication. Excellent organizational skills and the ability to prioritize and multi-task in a fast-paced environment. Minimum of 5 years' experience in a customer service position. Experience with EPIC, MS Word, MS Outlook and MS Excel
