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    Remote- Temp-To-Hire, Commercial Lines Account Manager - The Jacobson Group

    The Jacobson Group
    The Jacobson Group Remote, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    We are seeking a Remote- Temp-To-Hire, Commercial Lines Account Manager to become a part of our organization You will investigate, analyze, and determine the extent of the organization's liability in various claims.

    Position Description- Temp-to-hire, Fully Remote, You need to provide your own Equipment, M-F 8-5pm EST, 3/25

    · Assist clients with billing or policy questions

    · Set up policies in EPIC; corrections to EPIC or request changes based off processor policy review

    · Document Client Files and Attach in EPIC

    · Handle Claims

    · Review expiration list

    · Issue certificates, evidence of Property, and Auto ID cards

    · Send cancellation requests/lprs to the insured and company

    · Renew agency bill renewals (Not handled by AB Renewal Team)

    · Process Cancellations and Reinstatements

    · Type No Loss Letters and have them signed, and sent to Carrier as needed to request Reinstatement

    · Create and amend premium finance agreements

    · Assist Producer with collecting additional information required for Underwriting

    · Service House Accounts as needed if assigned

    o Send requests for Remarket or Adding coverage to Marketing dept if account premium is less than $5k (Over $5k can send request for Reassignment)

    o Present coverage options and bind coverage

    · Set up Client / Marketing in Epic if delegated by producer

    · Agency bill Premium Collection

    o Including Aged Receivables

    · NOC Procedures

    · Loss Control - Relay notifications only

    · Prepare and present Quote Proposals

    · Present change request proposals

    · Assist with Audit completions, disputes and resolutions

    · Add, Update, and Close Opportunities Weekly

    · Process Agency Billed Endorsements

    · Solicit online client reviews

    · Request Loss Runs, Run MVRs, Assist Producer with EMOD letters

    · Add routine policies with current carriers to the account at the Client's request - Quote, present and bind As Delegated by Producer

    · Client Accounting

    • Resulting from Policy Changes or Audits for Agency bill policies
    • Check Requests, Invoicing
    • Transact Agency Bill Invoices
      • New, Renewal, Endorsement, Audit, Cancellations, ETC
      • AB Team will ONLY Transact Invoices for Renewals that they bind (Not Additional Premiums, Cancellations or any other Invoices

    Position Requirements-

    · Must Reside in Georgia, North Carolina, Texas, Missouri, Virginia
    Florida, Illinois, Indiana, Michigan

    · 5+ Years Commercial Lines Account Manager Experience with Commercial Property, General Liability, Workers Comp, Benefits,

    · Applied Systems Epic Experience is Required

    · ACORD Applications and Carrier Supplemental Application Experience

    · Experience with Hartfod, Travelers, and Selective Insurance is Preferred.

    · Ability to work independently & self-train

    • Does this sound like a good fit for you or someone you know? Let's carve out a time to discuss these opportunities more thoroughly. You can reach me at or by email, whichever is more convenient.
    Company DescriptionThe Jacobson Group is the leading provider of insurance talent. For more than 50 years, we have been connecting insurance organizations with professionals from the board room to the back room on both a permanent and temporary basis. We offer a variety of solutions including executive search, professional recruiting, temporary staffing, subject matter experts, and onsite and work-at-home operations support. Regardless of the need or situation, Jacobson is the insurance talent solution.

    Company Description

    The Jacobson Group is the leading provider of insurance talent. For more than 50 years, we have been connecting insurance organizations with professionals from the board room to the back room on both a permanent and temporary basis. We offer a variety of solutions including executive search, professional recruiting, temporary staffing, subject matter experts, and onsite and work-at-home operations support. Regardless of the need or situation, Jacobson is the insurance talent solution.
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