What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group Agency Association?
A Leavitt Group affiliate, Leavitt Elite in Mooresville, NC and Statesville, NC is looking to add new talent to their commercial lines department. The Commercial Lines Account Manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager will possess a wide range of commercial lines account management skills, including but not limited to: customer service, administration, and sales. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business.
RESPONSIBILITIES AND DUTIES include the following:
- Receive phone calls from clients and companies and comply with the request and/or refer to the producers.
- Request renewal information from insured and send out apps if necessary.
- Amend submission applications per insureds updated.
- Contact insured for updated renewal information at least ninety (90) days in advance and/or as directed by producer.
- Service commercial accounts to prevent a gap and/or lapse in coverage, thus reducing our E&O exposures.
- Support and assist insured with claims processing and inquiries.
- Make personal contact with the marketing department to obtain the best markets for all new and renewal business. Perform or request all necessary ratings sufficient for policy quotes and/or issuance.
- Prepare binders, certificates, endorsements, policies, lost policy releases, loss run requests and account balance status when requested.
- Maintain AMS360 platform with updated client policy information and attachments.
- Accounting: Send carrier payables to accounting, agency billing to client
- Assist clients with policy changes.
- Work with Personal lines for commercial clients.
- Communicate with supported Producer(s) on a regular basis to keep them updated on client activity.
OTHER DUTIES/RESPONSIBILITIES:
- Stays abreast of trends and products, pricing, and competitive markets.
- Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
- Solicit business from new/referral sources.
- Ensure that all out-of-state business, the writing company is the winner of non-resident encounter signature arrangement in the state where the risk is located.
EDUCATION and/or EXPERIENCE
An Active Property & Casualty License
Experience in servicing small to large commercial accounts
High school diploma or general education degree (GED)
2-3 years of Customer Service/Sales skills in the Insurance industry desirable.
Benefits
Leavitt Elite offers a competitive compensation and benefits package that includes a Health Plan through United Healthcare's-( UMR) a 401 K with company matching, vacation and sick time, an FSA, and a Wellness Program.
Interested candidates are encouraged to apply!
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