- A Minimum of 2 years as an Account Manager, along with understanding of Commercial Property & Casualty insurance coverages, underwriting and rating concepts.
- Applied Epic Agency Management System or similar insurance management system
- Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
- High School Graduate (College degree – preferred or related work experience)
- Must hold a Property & Casualty Insurance License or willing to obtain one within an agreed upon timeframe.
- Attention to Detail and Organizational Skills
- Strong Customer Service and Interpersonal Skills
- Time Management Skills along with the ability to work in a team environment
- Excellent Written and Verbal Communication
- Change Requests – including follow-up to Carriers
- Endorsement Checking & Processing & updating Service Summary Row
- Process Cancellation & Reinstatement
- Check Request
- Auto ID Cards
- Summary of Insurance
- Client Portal/Client access
- Policy Checking including Delivery
- Importing & Exporting Lists
- Billing Issues
- Loss Run Request
- Adding or Endorsing to Add Policy Line
- Changing Effective & Expiration Dates and Service Summary Row
- Set up Certificates – New and Renewal
- Renewal Workflow Not Marketed
- Flood – Renewals
- Bonds – Renewals
- Finance Agreements
- Cancellation – LPR
- Setup Renewal Activities for Account Managers
- Request Renewal Applications from Carrier & Clients
- A company with a Strong Brand and Positive Culture
- Competitive Pay (salary and semi- annual bonus potential)
- Company pays health premium
- Paid Holidays
- 401K plan with a discretionary company match
- Flexible PTO
- Work from home opportunities
- Training CE classes on and off site
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Account Manager- Commercial Lines Insurance - Dallas, United States - Talent Forte
Description
Job Description
Job DescriptionWe've partnered with a highly reputable company and are seeking high-achieving, detail oriented Commercial Insurance Account Managers to join our Agency, based in Dallas, Texas. If you are an individual that understands the importance of customer service, being a team player, and has extensive insurance knowledge; as well as value the ability of acting with agility and flexibility as we grow our organization, we are interested in learning more about your background.
Requirements for this position:
Your day-to-day responsibilities:
You will be working with the following Activities in our Insurance Agency Management System:
Company Benefits
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