Commercial Lines Insurance Account Manager

Benefits

• Simple IRA 3% Employer Match
• Training & development
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• BCBS Health insurance & Vision
• Life Insurance
• Disability Insurance Short Term and Long Term Available
• Several Paid Holidays
• Bonus Opportunities, Production retention & New Business
• MI Sick Time Hours Pre-Loaded at Start Date 72 Hours per year (9.5 paid Sick Time)
• Paid Time Off 20 Days (4 weeks), Weekends Off, Holidays off
• Work from home available for 2 days per week (After 1st 90 days of employment)

As a Large Independent Insurance Agency, we are always looking to stay one step ahead of the game. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential!

A current property & casualty license is required.

Office

Hours:

Monday through Friday, 8:00 AM to 4:30 PM.

Full-Time Position 37.5 Hours per week.

• Must be articulate & enjoy speaking with clients.
• Strong Computer skills required:
  Knowledge of Word, Outlook email, and must have strong typing skills.
• Knowledge of Excel a plus but not required.
• At least 3 years of agency experience in commercial lines customer service.
• Knowledge of agency systems: AMS
  360 management systems and proposal systems is desired, but not required.
• Knowledge of carrier interface systems for:
  Accident Fund, Acuity, Auto Owners, Chubb, Conifer, Hanover-Citizens, Hastings, Fremont, Frankenmuth, Michigan Millers, Pioneer, Progressive, Safeco, Travelers, a plus, but not required.

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions.
• Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors, and business contacts.
• Interacts with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
• Processes incoming mail and phone requests, responding promptly and appropriately.
• Issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to the client with appropriate correspondence.
• Prepares summaries of insurance, schedules, and proposals via the AMS
  360 proposal system as needed.
• Processes renewals in coordination with Sales Executives/Account Executives according to agency procedures.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Uses agency collection policy in invoicing and pursuing prompt payments.
• Requests cancellations from the carrier according to agency standards; determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executive(s); processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution.
• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
• Assists with placement and marketing of renewal accounts.
• Contact carriers as required and answer correspondence in a timely manner.
• Participate in and successfully complete education programs as requested by the Agency Manager.

Flexible work from home options available.