Licensed PandC Commercial Insurance Account Manager

Wichita Falls,

76309

Industry:Clerical

Job Number:46091964

Pay Rate:$20-30 / hour

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Local Insurance Company/ Licensed Property and Casualty Commercial Insurance Account Manager

Pay: $20 + DOE

Hours: Monday - Friday

Job Duties:

Pre-qualify and analyze prospect. Obtain all information needed for quoting

Enter prospects information through agency comparative rater and carrier quoting systems to determine best rates and fit for the client

Present quote to client and review coverages

Solicit other lines of business for account rounding

If writing policy, obtain signatures, payment information, and any additional required information.

Review issued policy for accuracy

Forward binder, ID cards, policy or any required document to insured and or mortgagee

Attach all required documents into client electronic file in agency management system

Update client file with all required notes and client correspondence

Process client payments and answer client billing inquiries

Process loss payee and mortgagee changes on carrier websites

Take mortgagee calls to confirm premium, coverages and mortgagee clause

Process endorsements as needed

Process cancellations

Send account round emails to clients, call and follow up

Process claim emails/calls as they come in

Misc. projects as they come up

Run renewal report and document premium changes in client file and agency spreadsheet

Re-shop with carriers if necessary

If able to find a better coverage for premium, present quotes and go through quoting steps above

If no better options are found, send appropriate email to client

Generates quarterly renewal reports in Excel

Prepares summaries of insurance, schedules and proposals as needed for account review

Remarkets renewals, contacts clients, creates renewal proposals and handles other renewal activities (review quotes w/other carriers)

Creates and sends certificates of insurance for commercial accounts

Applicant Requirements:

Must have a clean background.

Pass a drug screen.

Preferred Licensed.

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