Account Manager

• Provide excellent customer service to Transportation policyholders and prospects
• Answer phone calls and respond to email inquiries from policyholders and prospects
• Process changes to the policy as requested by the insured according to agency procedure
• Issue certificates of insurance as requested by insured and/or broker
• Create billing activities for accounting
• Monitor pending cancellations according to agency procedure
• Keep all information in agency management system accurate including driver/vehicles schedules
• Activity all correspondence, email, phone calls, etc. in agency management system

Insurance Commercial Lines Associate Account Manager, Transportation

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