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Commercial Lines Account Manager
6873 N West Ave Suite 101 Fresno, CA 93711 US
Job Description
Hire Up is currently seeking a motivated Commercial Lines Account Manager in Fresno, CA!
Offering an annual salary between $50,000 - $80,000 depending on experience.
This position is responsible to provide prompt, accurate and reliable assistance in a team environment. Employees hired for this position have an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and experiential (on-the-job) training.
DUTIES AND RESPONSIBILITIES
- Assume responsibility for assigned insured accounts;
- Review policies, endorsements, audits and applications for accuracy in rating, typing, coverage & signatures;
- Document discrepancies/errors and request corrections from insurance carrier;
- Prepare and send endorsement requests to carriers;
- Request property valuation reports;
- Request updated renewal information, from insured clients;
- Create & update spreadsheets, using Excel;
- Prepare account submissions, which includes completing applications, supplemental forms and other information needed for policy renewal;
- Assist in preparing proposals and associated materials for Sales presentations;
- Obtain binding conditions/subjectivities from clients;
- Delegate specified tasks and assignments to Assistant Account Managers, as appropriate
- Issue Certificates of Insurance with appropriate corresponding, required documents upon request;
- Attach documents in Agency Management System;
- Invoice endorsements, audits and policies;
- Maintain a suspense system to follow up on outstanding items in a timely manner;
- Maintain electronic files in an orderly, up-to-date manner;
- Service accounts in a manner to eliminate E&O exposures;
- Maintain regular, pro-active communication with service team members;
- Assume other job responsibilities as assigned
EDUCATION, EXPERIENCE, KNOWLEDGE
- Commercial insurance experience is required.
- CA Property and Casualty Broker License is required.
QUALIFICATIONS
- Effective oral and written communication skills;
- Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts;
- Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations
Please apply today!