What are the responsibilities and job description for the Commercial Lines Account Manager - CORE position at Pointenorth Insurance Group LLC?
Description:
Summary
The Commercial Lines Account Manager services clients by handling new business installations, renewals and the service needs of CORE clients (premium less than $25k) by performing the following duties.
Essential Duties and Responsibilities
- Conducts renewal processes & meetings with producers
- Places client calls & provides correspondence
- Oversees billing for all AB policies & collection along with producer
- Manages policy binding on renewals (unless sent to centralized marketing department)
- Prepares submissions for marketing
- Provides correspondence with carriers and customers for premium bearing change requests/endorsements
- Addresses and receive non renewals with producers/clients
- Organizes master certificates and attaches all applicable endorsements (ASM handles all on-demand and renewal cert issuance)
- Collects LPR’s from clients
- Premium bearing audits and large audit increase correspondence with insured/producer
- Manages ImageRight documentation and file labeling upkeep
- Reviews returned policy checklists for changes & send changes to ASM
- The Commercial Lines Account Manager performs other related duties and tasks as necessary or as assigned.
- Must have a High School diploma or equivalent. College degree preferred. Insurance studies and designations are a plus.
- Active Property and Casualty Insurance License.
- Minimum 3-4 years of insurance experience.
- Proficiency in Excel and PowerPoint
- Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
- Good oral and written communication skills to articulate key information.
- Initiative and willingness to take on additional responsibilities.
- High emphasis on teamwork, collaboration, data analysis, and process innovation.
- Self-starter and work with direction and taking ownership of areas of responsibility.
- Detail-oriented.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Benefits
- Health, dental, and vision benefits
- Flexible Spending Account and 401k Plan with matching
- Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
- 8 Paid Holidays Per Year plus your birthday and a day to volunteer
- Generous paid time off package
Salary : $25,000
