Account Technician -- Commercial Lines Insurance

FORD INSURANCE AGENCY | WE'RE HIRING!

ROLE: Account Technician / Processor – Commercial Insurance

Who We Are

At Ford Insurance Agency, we thrive on creating insurance solutions. As top tier professionals dedicated to solving our clients’ insurance challenges, Ford team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn challenges into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

Mission & Values: 

Protect the Dream!

We perform at our very best because we live by our values. 

• Moxie -- We are courageous in spirit and determination.
• Trustworthy -- We do the right thing, every time. 
• Innovative -- We look at challenges from different angles. 
• Teamwork -- We listen and share thoughts and ideas. 
• Lend a Hand -- We give of ourselves to something bigger.

Job Summary - Commercial Lines Account Technician

Responsible for providing administrative support to assist the sales and Account Management Team in supporting existing accounts and earning new business. Ensuring efficient handling of policy processing, endorsements, and renewals. Managing data entry, issuing certificates of insurance, and assisting with billing. Attention to detail, strong organizational skills, and proficiency in insurance systems are essential for success in this role. This role offers hands on training and a pathway to becoming proficient in managing accounts and supporting a team with the goal to progress to an account manager position.

Essential Duties and Responsibilities

Policy Processing

• Set-up customer files; process documentation and conduct miscellaneous filing
• Issuing certificates of insurance, ID cards, and other forms as needed
• Policy checking for endorsements and renewals
• Handle any additional insured or other endorsements as needed for commercial account managers

Data Management

• Reviewing and verifying client information for accuracy
• Updating policy details as necessary
• Maintaining accurate records within the agency management system
• Complying with agency management system data standards and ensuring data integrity
• Managing eDocs including new mail, endorsements, renewals, billing, and others
• Retrieving documents from carrier websites that are not in eDocs

Client Communication & Administrative Support

• Communicating with clients on policy & audit payment reminders
• Preparing policy documents for review by Account Managers
• Gathering driver list information for policy renewals for underwriting
• Assigning appropriate tasks to Account Managers for carrier documents requiring follow-up

Financial & Billing Management

• Overseeing agency billing processes, including managing invoices, customer correspondence, and AMS records
• Managing Financed accounts
• Other duties as assigned

Skills & Qualifications

• Strong attention to detail and accuracy in data entry
• Excellent communication and customer service skills
• Ability to prioritize tasks and meet deadlines
• Proficiency in using CRMs (ideal)
• Understanding of commercial insurance policies and coverage options (ideal)

Education/Experience

· High School Diploma (required)

· Associate Degree or Bachelor’s Degree (preferred)

· 1 years related work experience

Compensation and Benefits

• Starting Wage: $42,000-50,000 -- depending on experience
• Performance Bonus
• Employer Funded Health Plans for Employee
• Employer Funded Vision, Dental, Life & Disability
• Paid Time-off
• Paid Sick Leave
• Paid Volunteer Time
• 401(k) & matching
• Company parties
• Opportunity for advancement
• Parental leave
• Training & development