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Albertville

    Commercial Lines Account Manager - Albertville, United States - Leavitt Group

    Leavitt Group
    Leavitt Group Albertville, United States

    3 weeks ago

    Default job background
    Description

    Company Mission: Randy Jones & Associates is a trusted advisor, leaving nothing you value

    to chance. We deliver comprehensive, tailored solutions protecting your quality of and

    providing security for life's uncertainties.

    Duties:

    Perform agency responsibilities based upon our core governing principles

    Provide Customer Service to our Commercial Lines clients

    Utilize our Agency Management System to maintain documentation of coverages

    and correspondence

    Complete daily task to accurately work processes

    Check and process insurance policies both new and renewals

    Review coverages for accuracy and identify opportunities to round out coverages

    Submit policy change requests

    Accept payments from insured and upload to carrier or deposit

    Review certificate requests to ensure insured has adequate coverages

    Help insured complete audit requests/send in to carrier

    File claims & follow up with adjusters

    Work hand in hand with producer to properly service accounts

    Create proposals/comparisons

    Backup other commercial account managers while out of the office

    Work with team members to build positive culture within our organization

    Answer/transfer incoming phone calls

    Complete insurance courses to gain additional knowledge

    Attend company meetings when requested

    Complete additional task assigned by department manager



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