What are the responsibilities and job description for the Commercial Insurance Account Manager position at Welling Young, LLC?
Overview :
Welling Young, LLC has partnered with a leading Property and Casualty agency specializing in Auto Dealership Insurance Coverage. They are a Dallas based, fast paced and growing national program. This position will evaluate submissions, communicate with producers and markets, and support the quote-to-bind-to-policy issuance process as well as the after sale service needs of the agency and our customers. Professional and timely communication is very important. The position works closely with Producers to provide best in class service to our agents. We are looking for a decisive person who can represent the program professionally, and who has the potential to grow with us.
Responsibilities :
- Works directly with Company clients to assure the highest level of customer service for all aspects of our products giving clients what they need in a timely fashion and adhering to our service standards
- Manages incoming submissions for marketing to insurers for new business and renewals
- Assist Producer(s) with production of quotes and presentations as needed
- Produces applications, binders, certificates of insurance, Auto ID cards, , and endorsements as directed.
- Reviews Policies for accuracy and distribution to clients
- Assure that files are properly organized, recorded, and filed
- Assists with internal policies and procedure, efficiencies and implementing new processes and procedures
- Works with Accounting Department on all aspects of billing
Experience And Skills
