What are the responsibilities and job description for the P&C Commercial Accounts Account Manager position at CMZ Companies, Inc.?
COMMERCIAL LINES ACCOUNT MANAGER Fully remote within 75 miles or Hybrid
The Client is a family-owned, independent insurance agency dedicated to providing excellent customer service and comprehensive insurance products to its customers at competitive prices. Agency has an immediate need for a Commercial Lines CSR or Commercial Lines Account Manager. Property and Casualty Agents License required. Experience with AMS 360 and Erie products.
The CSR is to work directly with and assist CL Department Account Managers in a variety of day-to-day service-related tasks.
Responsibilities for CSR
Processing of documents in AMS360 including activities, attachments, and suspense
Processing Certificates of Insurance
Policy Change Requests and Audits
Policy Checking
Retrieving and processing documents for insurance company websites
Claims data input
Assist with billing inquires
Cancellations & Reinstatements
Requests for Additional Underwriting Information
Quoting and Rating New Business & / or Remarketing existing business
Responsibilities for the Account Manager
Receive phone calls from insureds for servicing of accounts.
Answer questions and resolve problems for clients.
Quote and order new business and process renewals, endorsements, audits, and cancellations.
Complete applications with assistance of producer.
Process new and renewal business, including updating units and coverages in the client management and marketing systems.
Order and process change requests initiated by insured.
Maintain automated company files using the preferred Agency management system.
Keep internal manuals and reference materials up-to-date.
Maintain familiarity with the company management system and carrier rating platforms
Review entire account needs when first written (evaluate risk and manage with producer).
Review account at renewal preparing client coverage summaries coverage recommendations to market for renewal quote. (with producer).
Obtain expiration dates for policies not written by us to follow up and quote. Cross selling is part of the position.
Refer group life and health leads to the financial services partner.
Maintain prospecting system for commercial lines producers, from initial entry of a prospect to purging or writing of an account.
Work with commercial producers and brokers to prepare proposals for new business marketing of prospects.
Due to changing business conditions, management may request that additional duties or functions are necessary to fulfill the job requirements.
Pursuit of relevant certifications and designations beyond required CE to maintain a license is highly encouraged and rewarded.
Commission on new business and renewals on policies brought into the agency, or written from phone calls, or cross selling.
Agency pays for designations and certifications and encourages staff to participate in this benefit.
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