What are the responsibilities and job description for the Commercial Insurance Account Manager position at Secured Risk Insurance Group, Inc?
Job Description
To assist producers with handling and processing of new and renewal commercial lines business by Agency procedures and guidelines; to provide customer service to clients as assigned and requested. With a positive attitude, provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts.
Salary: $70000.00 - $80000.00 per year
Benefits
Annual Base Salary Commission
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
Retirement Plan
Responsibilities
- Provide positive, prompt, accurate, and courteous service to clients.
- Coordinate expirations with producers to obtain renewal and/or new business information. Maintain expiration control log.
- Assist in marketing new and renewal business, determine premiums, prepare proposals, and presentation packets and maintain underwriting and marketing information by carrier. Accompany producer to client meetings when requested.
- Check new and renewal policies for accuracy in rating, typing, coverage, and signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to the client or producer for delivery.
- Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer when necessary.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and overdue and suspense items.
- Perform special projects at managements request.
- Meet with clients to discuss and handle their insurance needs.
- Keep producers fully informed of all important activities on their accounts.
- Assist other departments and producers in cross-selling and account rounding.
- Perform other related duties as assigned.
Requirements
- Experience: At least five (3) years' experience in a similar position is desirable.
- Education requirement: College degree preferred.
- Must be licensed per state and industry requirements.
- Must be able to understand and analyze commercial lines insurance coverage, forms, procedures, and policy rating systems.
- Should have thorough understanding of commercial lines underwriting and coverages.
- Must desire to acquire advanced insurance designations.
- Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access, PowerPoint).
- Professional designation is a plus.
- Must have reliable source of transportation.
Company Description
Full-service agency servicing 25 states for all lines.
Salary : $70,000 - $80,000
