What are the responsibilities and job description for the Commercial Lines Account Manager - Bonds (Middle Market) 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
Benefits
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 (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.
- Experience in Bonds
- 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 4 years of insurance experience.
- Proficiency in Microsoft Windows, Office 365, Word, and Excel.
- Must have Agency Management System Experience. AMS360 and ImageRight experience preferred.
- Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
- Excellent 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.
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
