Associate Account Manager - Commercial Lines

Responsibilities

• Prepare the Renewal Update document to be reviewed by Account Manager and released to Producer; Producer to obtain renewal information from the client
• Assist Account Manager in the preparation of the submission for Marketing Dept. or incumbent carrier.
• Assist Account Manager with follow ups to the incumbent carrier(s) to obtain renewal quotes in a timely fashion.
• Prepare the renewal proposal for review by the Account Manager prior to release to Producer and/or Client; Account Manager to transmit to client if Producer not available.
• Perform the Renewal Procedures after Account Manager has requested renewal coverage to be bound.
• Perform entire renewal process for accounts generating less than $6,000 revenue with assistance and guidance from Account Manager (not applicable to Core Commercial Associate Account Manager)
• Update direct bill screens (Account Manager to invoice all renewal policies unless specifically delegated).
• Check policies; transmit to client; update AMS/Image Right
• Maintain current open Tasks; follows up on open Tasks.
• Prepare Accord Change Request; transmit changes to insurance carrier(s); updates AMS/Image Right.
• Process endorsements: review, invoice, transmit.
• Process final audits: review, invoice, transmit.
• Process incoming mail as requested by Account Manager
• Issue Binders
• Issue Auto ID Cards
• Issue standard Certificates of Insurance (back-up to Commercial Technical Associates)
• Order loss runs (back-up to Commercial Technical Associates)
• Handle items reflected on bi-weekly Exception Reports
• Obtain Premium Finance Agreement quotes and prepare document for signature.
• Keep abreast of industry changes and trends.
• Participates in seminars and classes for knowledge and skill development.
• Perform other duties as assigned.
• Successful Candidates Will Demonstrate:
• Strong problem solving skills (identifies and resolves problems in a timely manner)
• Interpersonal Skills
• Oral Communication
• Teamwork
• Organizational Support (follows policies and procedures, supports organization's goals and values)
• Quality (demonstrates accuracy and thoroughness)
• Quantity (meets productivity standards, completes work in a timely manner
• Attendance/Punctuality
• Dependability
• Initiative
• High school diploma or general education degree (GED) and minimum two years related experience and/or training preferred
• Professional designation(s) preferred
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Additional Information

The Commercial Assistant Account Manager provides support to the Commercial Lines Account Manager and Producer/Account Executive in obtaining, maintaining, expanding, and servicing accounts.

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