Bilingual Commercial Account Manager

1 day ago Be among the first 25 applicants

Role: This position assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of Producer as defined in the primary duties below.

• Promote and uphold the Company Core Values
• Producer New Business Submission Management
• Keep up to date on carrier appetites & eligibility
• Help feed target market & carriers
• Manage the renewal process
• Assist with new business onboarding process
• Change requests
• Claims
• Collect and process payments
• Process insured cancellations
• Maintain client information in Epic
• Prevent E&O exposures
• CSR Training

• Promote and uphold the Company Core Values
  • Become familiar with agency Core Values, Core Focus, Target Market, Our Three Uniques, Proven Process, and Guarantee
  • Incorporate company culture with all clients and co-workers
  • Upon request, assist with developing process and procedures for agency operations
  • Upon request, assist with training new hires or existing team members
• Producer New Business Submission Management
• Keep up to date on carrier appetites & eligibility
• Help feed target market & carriers
• Manage the renewal process
  • Review renewal quote/policy 60 days prior to the expiration
  • Gather applicable renewal information
  • Responsible for renewal activity
  • Remarket
  • Quote with alternative markets
  • Present quotes to insured
• Assist with the New Business Onboarding Process
  • Gather client information
  • Review quotes, applications and subjectives
  • Obtain signed applications
  • Submit bind requests to carriers
  • Invoice and collect premium
  • Oversee the fulfillment of Evidences, Certs, or
• Change requests
  • Oversee the ownership of all change requests
  • Confirm the change with insured
  • Ensure change request is made to the carrier within 24 hours
  • Responsible for change request activity
  • If Agency bill
• Claims
  • Gather detailed claim information
  • Report to the appropriate carrier
  • Create a claim in Epic & attach all documentation
  • Follow up with the carriers as needed
• Collect and process payments
  • Cash or Check payments
  • Print agency receipt
  • Provide to Accounting
  • Credit card payments are processed online
• Process insured cancellations
  • Responsible for cancelation activity
• Maintain client information in Epic
  • Enter all new client information
  • Preferred method of contact
  • Update contact changes
  • Update client relationships if applicable
• Prevent E&O exposures
  • Explain coverages including exclusions in detail
  • Confirm all conversations with a follow-up email
  • Include proper documentation in Epic of all policy related activity
• CSR Training
  • Ongoing training of CSR’s
  • Assist with questions related to servicing & coverages
  • Reinforce agency policies, procedures, and workflow

• Efficient and accurate documentation in EPIC
• Follow established agency process and procedures
• Follow customer service standards as per agency guidelines
• Keep up to date on activities and tasks in Epic – no more than 10 past due activities at any given time
• Fulfill state(s) continuing education requirement and keep insurance license current
• Ensure that a backup team member is trained and in place to handle daily tasks when you are not available

• Associate

• Full-time

• Administrative