- Maintain accurate records within agency management system and electronic files.
- Provide excellent customer service to build and maintain positive relationships with clients.
- Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear and concise.
- Prepare and maintain client facing presentation documents.
- Review all renewal and new business policies for accuracy and request corrections as needed.
- Billing, premium financing and non-payment follow-up.
- Process policy change requests and audits. Responsible for timely endorsement follow- up, as well as billing.
- Issue new and renewal Certificates of Insurance and Automobile ID Cards as needed.
- Efficiently utilize insurance carrier online systems.
- Market new and renewal business as necessary including market selection, online rating, and coverage analysis.
- Field calls regarding claims; direct clients to appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary.
- MUST hold an active Property & Casualty Insurance License
- Ability to work on EST time (hours are 9am – 5pm EST)
- Experience with AMS360 is preferred, but open to other agency management systems (EPIC, TAM, Sagitta, etc.)
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Commercial Insurance Account Manager – SMALL BUSINESS UNIT - Florida, United States - QUAD, a SolomonEdwards Company
Description
Title: Commercial Insurance Account Manager – SMALL BUSINESS UNIT
Location: 100% REMOTE
Salary: $55,000 - $60,000 + STOCK OPTIONS + excellent benefits package
Our client, a National Insurance Property & Casualty Broker (position is 100% REMOTE) is seeking an experienced Commercial Lines Account Manager-Small Business Unit, to join their growing team. This position is open due to growth and the ideal individual will have experience managing a book of business with accounts that are valued at $5,000k in revenue or less. Must be comfortable working in a high volume, fast paced environment.
If interested, please send resume to – All resumes will be held confidentially, and nothing will be shared with anyone without your consent and approval.
Responsibilities:
Requirements: