Associate Account Manager - Commercial Lines

Risk Strategies • Houston, TX

1d • Onsite

About The Position

The Commercial Assistant Account Manager provides support to the Commercial Lines Account Manager and Producer/Account Executive in obtaining, maintaining, expanding, and servicing accounts. This role involves preparing renewal documents, assisting with submissions to the marketing department or incumbent carriers, and following up on renewal quotes. The Associate Account Manager will also prepare renewal proposals, perform renewal procedures, and handle the entire renewal process for smaller accounts under guidance. Additionally, the role includes updating direct bill screens, checking and transmitting policies, maintaining tasks, processing endorsements and final audits, issuing binders and certificates, ordering loss runs, and obtaining premium finance agreement quotes. The position also requires staying informed about industry changes and trends through participation in seminars and classes.

Requirements

• Strong problem solving skills (identifies and resolves problems in a timely manner)
• Interpersonal Skills
• Oral Communication
• Teamwork
• Organizational Support (follows policies and procedures, supports organization’s goals and values)
• Quality (demonstrates accuracy and thoroughness)
• Quantity (meets productivity standards, completes work in a timely manner)
• Attendance/Punctuality
• Dependability
• Initiative
• High school diploma or general education degree (GED) and minimum two years related experience and/or training preferred

Nice To Haves

• Professional designation(s) preferred

Responsibilities

• Prepare the Renewal Update document to be reviewed by Account Manager and released to Producer; Producer to obtain renewal information from the client
• Assist Account Manager in the preparation of the submission for Marketing Dept. or incumbent carrier.
• Assist Account Manager with follow ups to the incumbent carrier(s) to obtain renewal quotes in a timely fashion.
• Prepare the renewal proposal for review by the Account Manager prior to release to Producer and/or Client; Account Manager to transmit to client if Producer not available.
• Perform the Renewal Procedures after Account Manager has requested renewal coverage to be bound.
• Perform entire renewal process for accounts generating less than $6,000 revenue with assistance and guidance from Account Manager (not applicable to Core Commercial Associate Account Manager)
• Update direct bill screens (Account Manager to invoice all renewal policies unless specifically delegated).
• Check policies; transmit to client; update AMS/Image Right
• Maintain current open Tasks; follows up on open Tasks.
• Prepare Accord Change Request; transmit changes to insurance carrier(s); updates AMS/Image Right.
• Process endorsements: review, invoice, transmit.
• Process final audits: review, invoice, transmit.
• Process incoming mail as requested by Account Manager
• Issue Binders
• Issue Auto ID Cards
• Issue standard Certificates of Insurance (back-up to Commercial Technical Associates)
• Order loss runs (back-up to Commercial Technical Associates)
• Handle items reflected on bi-weekly Exception Reports
• Obtain Premium Finance Agreement quotes and prepare document for signature.
• Keep abreast of industry changes and trends.
• Participates in seminars and classes for knowledge and skill development.
• Perform other duties as assigned.

Benefits

• Comprehensive risk management solutions
• Insurance and reinsurance placement for property & casualty, employee benefits, private client services
• Consulting services
• Financial & wealth solutions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED