Commercial Insurance Account Manager

Company: Language World Services Inc
Location: Carmichael
Posted on: January 15, 2022

Job Description:

Description:
Seeking a stellar Commercial Lines Account Manager for an established agency to cross sell, up-sell and maintain with high confidence customer accounts within the agency. Maintain a working knowledge of company rating systems, products, and coverages. Provide excellent customer service by responding quickly to queries and concerns. Responsible for processing applications for, changes to, reinstatement of, and cancellation of insurance policies. Direct Placement.Responsibilities:

• Modify, update, and process existing policies and claims to reflect any change in address, beneficiary, amount of coverage, or type of insurance.
• Process and record new insurance policies, endorsements, renewals and other tasks related to maintaining the client's insurance program.
• Review and verify data, such as age, name, address, email, website and principal sum and value of property on insurance applications and policies.
• Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or canceled.
• Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
• Correspond with insured or agent to obtain account information or inform either party on account status or changes.
• Transcribe data to worksheets, supplemental applications and enter data into Agency management system for use in preparing documents and adjusting accounts.
• Interview clients and take their calls to provide customer service and obtain information on claims. Process and track claims based on Agency procedure to the conclusion of the claim.
• Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
• Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
• Collect initial down payment premiums and issue receipts to customers.
• Work with and maintain relationships with underwriters, brokers, account managers and other company personnel to aid in the transaction and processing of endorsements, renewals
• and other policy needs as directed by the producer and client
• To effectively maintain all records in the agency management system to provide a clear
• record for each client.
• To prepare production reports and submit to management according to agency procedure.
• Review claims in process with appropriate broker monthly according to agency procedures. Contact company for updates as required.. Requirements:
  • 
    Property and Casualty Insurance license in the State of California in good standing.
  • Associate's Degree is helpful
  • Experienced in AMS
  • Outstanding interpersonal and customer service skills
    #INDSTW

Keywords: Language World Services Inc, Carmichael , Commercial Insurance Account Manager, Executive , Carmichael, California