What are the responsibilities and job description for the Commercial Lines Account Manager. Manassas , VA position at Leavitt Group Agency Association?
Griffin- Owens Insurance, a Leavitt Group affilate in Manassas, VA is looking to add new talent to their Commercial Lines team. The Commercial Lines Account Manager collaborates with Producers and Commercial Line's Account Executives to provide ongoing support for their commercial accounts. The ideal candidate should have 2 or more years of experience in the insurance industry and one year working in commercial line's.
Position Summary: Assists mainly in the servicing and retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of Account Executives’ activities.
Essential Job Functions:
- Assists Account Executives in rounding out accounts by reviewing current account policy limits and coverages. Makes recommendations on changes to policy limits, additional coverages, and/or policies.
- Assists Account Executives and/or follows up on outstanding claims and aids in claims resolution as necessary.
- Assists Account Executives with application rewrites and/or transfers.
- Maintains timely customer and carrier interactions to minimize potential errors and omissions claims and thoroughly explains coverages and exclusions.
- Completes change and endorsement requests within 24 hours of receipt or sooner if necessary.
- Receives and distributes all terminations and cancellations to determine appropriate action within 72 hours of receipt. Requests cancellation of policies when necessary.
- Processes premium payments and assists in billing issues.
- Maintains current client information and updates client management system/s.
- Maintains confidentiality of all information related to clients, customers, employees, and carriers.
- Follows agency best practices for coverage recommendations, service processes, and file documentation.
- Creates accurate and timely contact records for all client and carrier conversations and transactions.
- Maintains working knowledge of all rating products and processes.
- Provides clerical backup/support for receptionist and other administrative staff as needed.
- Consistently reports to work on time and is prepared to perform the essential job functions.
- Performs other functions as assigned by management.
Knowledge, Skills, and Abilities
- Must be self-motivated with initiative, integrity, thoughtfulness, and an ability to communicate effectively with others using effective verbal and written presentation skills.
- Achievement-oriented, conscientious with strong attention to detail and ability to work in a fast-paced and ever-changing work environment
- Must be organized with excellent follow-through skills and desire professional growth by participating in industry-sponsored educational programs.
- Must maintain a positive and respectful attitude with colleagues and clients and work as a team member to achieve individual and agency goals.
Requirements:
- 2 years’ experience working in the insurance industry with 1 year in the commercial lines space
- Active Property & Casualty license
- Bilingual in Spanish/English
- Must have strong computer software and in using Microsoft Office i.e. Excel, Word
- Must have strong oral and written communication skills.
- Must have experience with carrier rating software.
- Experience with the AMS 360 is highly preferred.
Benefits
- Compensation between (50-60 K) DOE
- Paid License renewal and continuing education
- Attractive Benefits package, including 401k with company matching
- Health Plan, Vision, Dental, FSA, & Life Insurance
- Paid time off (vacation & sick time)
- Wellness program
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