Account Associate for Commercial Lines

Account Associate for Commercial Lines Lovitt & Touche (Tucson, Arizona) All Jobs Arizona Tucson Administrative Full Time Job Posting Details About Lovitt & Touche As one of the largest insurance agencies in the United States, with nearly 200 employees in three offices and over $400 million in total premiums - Lovitt & Touché has the experienced personnel and financial strength to solve your insurance problems all over the world. As one of the largest insurance agencies in the United States, with nearly 200 employees in three offices and over $400 million in total premiums - Lovitt & Touché has the experienced personnel and financial strength to solve your insurance problems all over the world. Summary The Account Associate position assists in supporting the day-to-day service to our clients or carriers at the direction of the Account Managers and/or VP, Commercial Lines. The Account Associate position assists in supporting the day-to-day service to our clients or carriers at the direction of the Account Managers and/or VP, Commercial Lines. Responsibilities Process changes to the policies at the direction of the Account Manager, to be sent to the carrier Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Account Manager Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Account Manager May assist in updating client's loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Account Manager May rate and issue company specific endorsements Conduct all business in accordance with established policies and procedures Other duties as assigned

• Process changes to the policies at the direction of the Account Manager, to be sent to the carrier Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Account Manager Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Account Manager May assist in updating client's loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Account Manager May rate and issue company specific endorsements Conduct all business in accordance with established policies and procedures Other duties as assigned Ideal Candidate Knowledge, Skills and AbilitiesRequired: High School Diploma or GED 1+ years in commercial lines insurance Ability to obtain Arizona Property/Casualty license upon hire Ability to effectively communicate, both written and verbally, to internal and external parties Excellent time management, organizational and multi-tasking skills with high attention to detail Ability to build and maintain effective relationships with clients, vendors and peers Ability to work independently and in cross-functional teams Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) Preferred: Some college or technical training in related discipline Previous EPIC experience Working Environment Work is performed indoors in a climate controlled office environment General technology as it relates to office administration Regular business hours with additional hours required during certain periods Knowledge, Skills and AbilitiesRequired: High School Diploma or GED 1+ years in commercial lines insurance Ability to obtain Arizona Property/Casualty license upon hire Ability to effectively communicate, both written and verbally, to internal and external parties Excellent time management, organizational and multi-tasking skills with high attention to detail Ability to build and maintain effective relationships with clients, vendors and peers Ability to work independently and in cross-functional teams Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) Preferred: Some college or technical training in related discipline Previous EPIC experience Working Environment Work is performed indoors in a climate controlled office environment General technology as it relates to office administration * Regular business hours with additional hours required during certain periods