Account Manager – Commercial Lines
Relation Insurance Services
Client Service Specialist – Commercial Lines
Relation Insurance Services
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $15 - $36 per hour
Job Level
Junior
About the role
- Executes all administrative tasks related to account management and policy servicing, including processing policy endorsements, renewals, cancellations, and maintaining accurate account records.
- Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
- Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
- Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
- Enters and rates policies in carrier websites and orders new policies as needed.
- Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
- Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
- Tracks claims and updates the agency management system with activity, payments, and closures.
- Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients.
- Orders motor vehicle reports “MVRs” and loss runs as directed.
- Reviews and processes mail.
- Acts as a backup for office phone calls and walk-in traffic as needed.
- Performs other projects, duties, and tasks, as assigned.
Requirements
- A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.
- Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
- High School Diploma or equivalent.
- Bilingual (English/Spanish) preferred; may be required, depending on location.
- 1+ year experience in Customer Service preferred.
- Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.
- Working knowledge of commercial lines of coverage preferred.
- Proficient in using computers and Microsoft Office Suite.
- Must be computer literate with the ability to learn new software.
- Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
- Must be able to understand written and oral communications and interpret information written within policies.
- Ability to work independently with limited daily supervision and to work effectively in a team environment.
- Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
