Commercial Account Managers:

• Serve as primary contact for Agents
• Agency software experience
• Real Estate Accounts
• Excess and Surplus Lines
• Standard Lines
• Work directly with clients and carriers to assist agents to renew accounts and retain clients
• Create new business submissions for agents who qualify
• Create proposal for renewals upon request, including coverage checklist
• Bind renewal coverage on behalf of agent and ensure all documents required are secured
• Scan renewal marketing file in system
• Check new business policies for accuracy, order changes to new business when coverage does not match bound, invoice
• Prepare renewal submissions with all necessary carrier and premium updates
• Obtain renewal exposures via form letter, 60 days out, and update submission with information for agents if needed
• Generate claims notifications for carriers and inform agents, follow up as per procedures
• Maintain suspense with attention to priority items, including binding confirmations, audits, outstanding u/w information
• Review policy forms prior to sending for certificate issuance to ensure policy has appropriate coverage; if coverage is not accurate, advise CSR to endorse accordingly and issue both change request and certificate
• Maintain documentation and ensure client file in ATS/CRM is consistent with paper file for E&O purposes
• Pursue CE and designation opportunities
• Follow agency standards and operational goals
• Due to changing business conditions, additional duties or functions may be assigned to this position by management

Commercial Service Representatives (CSR’s) Support to the Account Manager

• Prepare certificates, id cards, binders
• Process change requests and set diaries for endorsement receipt
• Order loss runs, experience mod worksheets
• Prepare PAC or outside finance agreements
• Process mail and distribute if needed, invoice endorsements if needed
• Provide information to AM’s for billing, audit and policy information inquiries
• Maintain documentation and ensure client file in AMS360 is consistent with paper file for E&O purposes
• Review renewal policies, invoice and prepare cover letters for mailing
• Serve as back-up support to CSM when AM is out of the office
• Follow agency standards and operational goals
• Due to changing business conditions, additional duties or functions may be assigned to this position by management

Benefits: Health, Dental, Vision, Life Insurance, 401K

Salary:  Contingent upon experience

Client is equal opportunity employer