Commercial Lines Account Manager

Ansay & Associates•Peoria, IL

60d•$29 - $35

About The Position

Essential Duties and Responsibilities: Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts. Provide assistance to Producers in handling and processing new commercial lines business. Review renewal requests, endorsements and audits for accuracy. Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders. Obtain Renewal information requested by the company underwriter. Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier. Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages. Review all Accord applications for accuracy. Work with Accounting to invoice all premium bearing Agency bill transactions Handle telephone requests and written miscellaneous correspondence (ex: Bank requests). Process cancellations requests. Keep up to date on insurance forms and coverage changes through bulletins and circulars. Process claims and follows up as needed. Service commercial line select accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures. Provide prompt, accurate, courteous service to customers, producers and company personnel. Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible. Complete necessary Accord Applications for account rounding and adding additional lines of business. Remarket existing business as needed based on market needs and customer requests.

Requirements

Bachelors degree (from an accredited university) in Business or related field or a combination of education and experience.
Minimum of two years Commercial Lines experience (preferred)
Thorough understanding of commercial lines insurance and products (preferred)
Licensed per state requirements - or willing to obtain
Have one insurance designation (i.e. CISR, CIC, CRM) - or be willing to obtain
Self-starter, think outside the box, imaginative and creative with good communication skills both verbal and written
Detailed oriented and solid listening skills
Team Player with a Can Do Attitude

Responsibilities

Provide support in obtaining, maintaining, expanding and servicing commercial accounts.
Assist Producers in handling and processing new commercial lines business.
Review renewal requests, endorsements and audits for accuracy.
Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders.
Obtain Renewal information requested by the company underwriter.
Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier.
Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages.
Review all Accord applications for accuracy.
Work with Accounting to invoice all premium bearing Agency bill transactions
Handle telephone requests and written miscellaneous correspondence (ex: Bank requests).
Process cancellations requests.
Keep up to date on insurance forms and coverage changes through bulletins and circulars.
Process claims and follows up as needed.
Service commercial line select accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
Provide prompt, accurate, courteous service to customers, producers and company personnel.
Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible.
Complete necessary Accord Applications for account rounding and adding additional lines of business.
Remarket existing business as needed based on market needs and customer requests.