Commercial Lines/Property & Casualty Account Manager

Full-time Permanent with Direct Client

Houston, TX
Work Authorization: US Citizens and Green Card 

Performs the essential functions of the position, which include aiding Sales Executives and clients with service and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

RESPONSIBILITES:

•                  Provides technical support to Sales Executives; specifically in analyzing client needs, coverage forms and quotations.

•                  Completes applications in coordination with Sales Executives and/or Account Managers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.

•                  Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to the client with appropriate correspondence.

•                  Determines if direct bill, agency bill, or policy financing is appropriate and invoices accordingly.

•                  Prepares summaries of insurance, schedules and proposals for word processing as needed.

•                  Processes renewals in coordination with Sales Executives according to agency procedures.

•                  Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

•                  Verifies policy and policy change information, facilitating corrections when necessary

•                  Processes incoming mail and phone requests, responding promptly and appropriately.

•                  Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.

•                  Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive

•                  Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

•                  Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.

•                  Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executives

PERSONAL DEVELOPMENT, KNOWLEDGE, SKILLS:

•                  Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other Responsibilities.

•                  Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.

•                  Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

•                  Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the    business goals of the agency.

•                  Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.

•                  Ability to understand written and oral communication, and interpret abstract information.

•                  Knowledge of insurance products and usage’s; insurance markets and reference to markets; and, insurance rating and underwriting procedures

REQUIREMENTS:

•                  Property & Casualty Insurance License required

•                  Minimum 3-5 years independent agency experience

•                  Experience with insurance sales

•                  Experience with Applied EPIC agency management system preferred