What are the responsibilities and job description for the Account Manager position at PointeNorth Insurance Group?
Summary
The Commercial Lines Account Manager services clients by handling new business installations, renewals and the service needs of clients 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
- 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.
- 9 Paid Holidays Per Year plus your birthday and a day to volunteer
- Generous paid time off package
