SUMMARY
Acts as an Account Technician for commercial property & casualty insurance clients and assists the Account Manager and Producer(s) of the agency to service existing accounts and assist as needed in the production of new and renewal business to the agency for the Account Manager and Producer(s).
THIS IS A TRAINING POSITION SO YOU WILL BE TRAINED AND BE WORKING TOWARDS BEING ABLE TO ACCOMPLISH THE FOLLOWING TASKS:
Essential Duties:
- Provide excellent customer service by maintaining strong client relationships, promoting fairness, and upholding company values.
- Maintain professional appearance and a tidy work area.
- Regularly update client and prospect information in collaboration with Account Manager or Producer.
Client Service – Administration:
- Handle account changes, such as adding vehicles, employees, and locations, under guidance from Account Manager/Producer.
- Issue Certificates of Insurance, Auto ID Cards, and Evidence of Property Insurance as needed.
- Bill clients and manage finance contracts and payments.
- Ensure accurate and up-to-date client information in AMS360 database and other systems.
- Assist with claims reporting as needed.
Client Service – Renewals:
- Coordinate with Insurance Companies and Clients to gather necessary renewal information.
- Prepare and submit required documents for renewal quotes and follow up until received.
- Ensure policies are bound/renewed before expiration and distribute certificates to clients.
Prospect Service – New Business:
- Assist with new business process, including gathering necessary information for applications.
- Enter data into AMS360, market accounts to insurance companies, and follow up until quotes are received.
- Prepare proposals and ensure coverage is bound before expiration.
Marginal Duties:
- Participate in short- and long-term forecasting, annual reviews, and report preparation.
- Attend meetings, back up Account Technicians/Managers as needed, and answer phones if required.
This role offers hands on training and a pathway to becoming proficient in managing accounts and supporting a team with the goal to progress to an account manager position.