DESCRIPTION

Opportunity to join high performing insurance service team supporting the construction industry. We help contractors build with confidence through a partnership of risk management and risk transfer. We are team that works to support our clients, one another, and our community.

Account Manager (Service & Marketing): Provide quality customer service to clients while managing client data files in AMS, assist producers in protecting clients assets. In addition to assisting Agent with accurate representation of client's operation and assets in providing completed application to appropriate carriers for the purpose of placing new and/or renewal business.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Processes Related to Marketing Responsibilities:

• Process/Maintain Expiration Lists
• Prepare and/or Update Submission Applications in AMS
• Setup Submission Files in Marketing Folder
• Order Loss runs
• Order MVRs
• Create/Update Supplemental Applications
• Be Familiar with Carrier Preferences
• Review Application for Adequate Insurance & Submit to assigned carriers
• Rate Online with Assigned Carriers
• Negotiate Pricing
• Review Quotes with Agent/Team
• Create Proposals
• Bind Coverage with Carrier
• Notify Carriers regarding outcome of quotes
• Order Renewals from Existing Carrier
• Prepare Premium Finance Agreements
• Assist with Bonds
• Control AMS Producer Codes & Maintain Data Integrity
• Close Submissions
• Create Policies
• Generate Professional Correspondence
• Maintain Suspenses
• Maintain Carrier Files
• Maintain Loss Run Database

Processes Related to Service Responsibilities:

• Oversee Client Account for Adequate Insurance
• Discuss all aspects of Property and Casualty insurance with clients and underwriters by phone and in person as necessary.
• Control Renewals
• Meet with Agents & Team as needed
• Order renewal coverage from existing carrier if not submitted for marketing
• Control AMS Producer Codes & Maintain Data Integrity
• Process Invoices
• Prepare Premium Finance Contracts
• Create Summary of Insurance
• Check policies for accuracy and compliance with requested coverage
• Review policy for gaps in coverage exclusions
• Prepare Policies for Delivery to Clients
• Order and Process Change Requests/Verifications
• Review and Process Endorsements
• Issue Certificates of Insurance and/or Evidence of Property Insurance
• Print Daily Activity Reports
• Generate Routine Correspondence
• Manage/Maintain AMS Suspense System
• Assist with Bonds
• Assist with premium collection/billing
• Assist with office needs

QUALIFICATIONS

• All: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• All: College degree; or two to three years related insurance experience and/or training; or equivalent combination of education and experience. Must be proficient with Outlook and Microsoft computer programs.
• Account Managers, Production Managers and Executive Managers must participate in seminars/classes for knowledge, skill development and continuing education as  required by the Department of Insurance.

LANGUAGE SKILLS

• Account Managers, Production Managers and Executive Managers who transact insurance must possess the ability to read and interpret insurance policies. Must be able to read and comprehend procedure manuals, correspondence, memos and compose professional emails relative correspondence. Ability to effectively present information one-on-one by phone and/or small group situations to clients, agents, managers and other employees of the organization.

REASONING ABILITY

• All must be able to apply common sense understanding to carry out instructions  furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

CERTIFICATES, LICENSES, REGISTRATIONS

• Account Managers, Production Managers, Executive Managers who transact insurance must have and maintain an active Property and Casualty Insurance License or Accident & Health Insurance license as required for appropriate lines of insurance.

PHYSICAL DEMANDS

• All: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While perform the duties of this job, the employee is regularly required to sit. Specific vision abilities required by this job include the ability to adjust focus as necessary for computer work, data entry and paper work.

WORK ENVIRONMENT

• All: The work environment characteristics described here are representative of those  an employee encounters while performing the essential functions of this job. Reasonable accommodations may be able to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.