Commercial Account Manager Job at Texas First Bank . Insurance
Responsible for providing the highest level of customer service to Commercial Lines Accounts for an independent insurance agency. Provide this service by developing a professional rapport with clients, company representatives and business associates; by maintaining knowledge of commercial lines coverage and company underwriting guidelines.
Duties and Responsibilities:
- Process all aspects of renewal policies or new policies for existing clients, this may include obtaining updated underwriting information, completing and submitting submission to companies, ordering loss runs to provide loss history/summary, rating, securing quotations, calculating premium notes, preparing proposal for client and/or Account Executives.
- Order policies or policy changes, including updating of exposures in database system.
- Issue certificates of insurance, which may include reviewing client's contract insurance requirements to determine compliance, evidence of insurance and Auto ID cards.
- Process policies and endorsements received from the companies, including invoicing and attaching in AMS360 database.
- Process audits, including review for accuracy, invoicing and collection procedures.
- Coordinate collection efforts with Account Executives including contact with clients and finance company and account reconciliations.
- Utilize and maintain suspense in database.
- Maintain documentation of written, telephone and oral communications from all sources by logging and/or attaching within database.
- Back up to other Commercial Lines Managers as needed.
- Verify coverage and report claims, in absence of Claims Supervisor.
Education and Special Requirements:
- High School Diploma or Equivalent.
- 5+ years of Commercial Lines Insurance experience with a current Texas General Agents License preferred.
- Experience with AMS360 preferred.
- Ability to work in a paperless environment.
- Organizational skills, ability to prioritize, manage time, multi-task and flexibility with daily work.
- MS Office Word, Excel, and data entry skills.
- Knowledge of coverages, rating rules/regulations and underwriting guidelines.
- People skills and negotiating abilities.
- Math aptitude and analytical abilities.
- Awareness of E & O exposure and use of E & O prevention techniques.
EOE/Disability/Veteran
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