Commercial Lines Associate Account Manager
About The Position
Job Summary: The Associate Account Manager for Commercial Lines is responsible for assisting the Account Manager with service needs. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency. Primary Responsibilities include: Support Account Manager by requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to Account Manager requests in a timely manner that will avoid potential E&O issues. Provide service and support to Account Managers on existing accounts and assist them in their delivery of commitments to clients. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues. Maintains client accounts on agency management system, documents conversations, properly attaches documents to EPIC, sends confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner. All of this is done in a manner to avoid potential E&O issues. Other Responsibilities Include: Participate in seminars and other training for knowledge and skill development. Provide backup in other areas as assigned. Perform other duties and special projects at management’s request. Help develop efficiencies in automation and paper flow. Keep Account Managers fully informed of important activities on all accounts and up-to-date regarding status of TOP accounts. Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures.
Requirements
- College degree preferred, High School diploma or equivalent required
- 2-20 or 4-40 Florida Insurance License required
- Proven P & C Customer Service experience required
- Epic or other Agency Management Systems experience strongly preferred
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Responsibilities
- Support Account Manager by requesting policy changes, handling premium collections, and answering questions and concerns of the client.
- Responds to Account Manager requests in a timely manner that will avoid potential E&O issues.
- Provide service and support to Account Managers on existing accounts and assist them in their delivery of commitments to clients.
- Prepares summaries of insurance and recommends coverages to avoid potential E&O issues.
- Maintains client accounts on agency management system, documents conversations, properly attaches documents to EPIC, sends confirmations to insured’s and adheres to all other automation procedures that are or become established.
- Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items.
- Responds to carrier requests for additional information in a timely manner.
- Participate in seminars and other training for knowledge and skill development.
- Provide backup in other areas as assigned.
- Perform other duties and special projects at management’s request.
- Help develop efficiencies in automation and paper flow.
- Keep Account Managers fully informed of important activities on all accounts and up-to-date regarding status of TOP accounts.
- Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
