Associate Account Manager,Commercial Lines Job Addison area,Texas USA,Insurance

Maintain current book of business, including but not limited to:
Provides timely, professional, accurate, communication to client, team, carrier representatives and underwriters.
Maintains current knowledge of lines of coverage and products.
Ability to make decisions independently based on knowledge of insurance products and utilizing professional judgement.
Maintains required electronic files accurately and consistently.
Will work in a high communication role with Team and drive activities based on reports and initiatives of the week.
Prepare loss history:
Request loss runs from companies and complete loss summary as needed. Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
Maintain Certificate of Insurance List and create master template for COI’s.
Coordinate with 3rd Party Vendor for issuance of COI’s and Evidence of Insurance.
Insurance Requirement Review, including procuring quotes for endorsements and additional coverages as needed.
Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes.
Review company audits for accuracy and follow up on additional premiums as required according to best practices.
Answer client calls and emails concerning all service issues and product queries from clients quickly, efficiently, and accurately.
Ability and willingness to acquire additional education and certifications as required for position.
Perform other duties as required and/or assigned.

Responsibilities

Maintain current book of business, including but not limited to:
Provides timely, professional, accurate, communication to client, team, carrier representatives and underwriters.
Maintains current knowledge of lines of coverage and products.
Ability to make decisions independently based on knowledge of insurance products and utilizing professional judgement.
Maintains required electronic files accurately and consistently.
Will work in a high communication role with Team and drive activities based on reports and initiatives of the week.
Issue auto
Process policy changes/endorsements
Process cancellations/reinstatements
Prepare loss history:
Request loss runs from companies and complete loss summary as needed. Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
Maintain Certificate of Insurance List and create master template for COI’s.
Coordinate with 3rd Party Vendor for issuance of COI’s and Evidence of Insurance.
Insurance Requirement Review, including procuring quotes for endorsements and additional coverages as needed.
Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes.
Review company audits for accuracy and follow up on additional premiums as required according to best practices.
Answer client calls and emails concerning all service issues and product queries from clients quickly, efficiently, and accurately.
Ability and willingness to acquire additional education and certifications as required for position.
Perform other duties as required and/or assigned.

Requirements

Excellent project management, time management and prioritization skills.
Knowledge of business English, proper spelling, grammar, and punctuation.
Attention to detail and commitment to a high level of accuracy.
Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels.
Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.
Excellent skills in reliability, initiative, and stress tolerance.
Enjoys a fast- paced work environment.
Ability to perform in a professional appearance and manner.
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives.
Self-motivated and driven Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal…

Associate Account Manager, Commercial Lines