Commercial Lines Account Manager - Auburn, United States - United Insurance

United Insurance
United Insurance
Verified Company
Auburn, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
:


  • Estimated salary (if shown) is AI generated through Indeed. Pay is based on experience and will be discussed during the interview process._
***The
Commercial Lines Account Manager works to maintain a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.


ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential functions include, but are not limited to the following:


  • Maintaining a professional connection between clients, the agency and company underwriter.
  • Review and process mail using personnel and procedures in place for support.
  • Respond to daily telephone calls and requests for
:

ID cards, Binder, BOR, cancellations and reinstatements.

  • Request policy amendments.
  • Preparation of new business or renewal proposals as needed.
  • Communicate quotes to customers regarding policies, costs, consequences, and obligations.
  • Keep records of client activity documenting file with details for follow up.
  • Check monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow up to company for any policies not received by renewal date.
  • Process invoices to client.
  • Work with Accounting Department regarding insureds' billing and account current.
  • Performing other duties as assigned

PHYSICAL DEMANDS AND WORK ENVIRONMENT


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.


NOTE

Requirements:


MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

  • Prior experience in related field preferred.
  • Receive/Maintain appropriate agent licensing within 90days of employment.
  • Ability to multitask
  • Selfmotivated
  • Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
  • Excellent oral and written communication skills
  • Excellent customer relationship skills
  • Positive, friendly, and professional attitude
More jobs from United Insurance
See all jobs of United Insurance