Commercial Lines Account Manager - (US-MA-Longmeadow - 01116)

Minimum Education: None
Job Type: Full Time
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Responsibilities : Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Follows all automation work flow procedures for every task completed. Maintains accurate electronic activity log to track all account activity and contact information. Completes applications in coordination with producer and clients; submits application to eligible and appropriate carriers; obtains client signatures on all applications and, when necessary, affidavits; follows up to ensure timely receipt of quotes and policies. Bills all policies either direct or agency; prepares finance agreements when requested. Verifies accuracy of Direct Bill cancellations, determines reason for cancellation; acts to save account; notifies producer. Reviews walk-in payments and verifies acceptability; processes as appropriate, provides receipts to payers or directs receptionist to do so. 40%2. Aids clients with service needs and makes changes to existing accounts. Assists clients and producers with making coverage changes using each contact with the client and producer as an opportunity to review the whole account, round it and market it. Prepares summaries, statement of values, schedules and proposals as needed for account review. Informs and educates clients and producers about policy coverage, changes, exclusions and insurance needs. Responds to clients needs by producing binders, certificates, policies, endorsements, registry needs and other related items; verifies their accuracy. Protects agency from errors and omissions exposures. 30%3. Provides technical support to producers to benefit clients and to reach agency commercial lines sales and retention business goals. Reviews monthly renewals with producers, orders renewals, markets when necessary. Works closely with the Marketing team with regard to new business and the re-marketing of renewals as needed. Assists or completes other tasks as directed by Agency Supervisor.

Requirements : High school diploma and continuing education in related field · Bachelors Degree in related field preferredExperience:· 3 years Insurance experienceSkills & Knowledge:· Superior customer service skills · Working knowledge of all MS Office products and ability to quickly learn most Windows applications · Strong verbal/written communication skills · Ability to handle multiple tasks · Strong organizational, planning, analytical, and interpersonal skills.

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