Commercial Lines Assistant Account Manager

Reports To: Operations Manager

Position Summary: The Assistant Account Manager assists and supports the Account Manager in managing an assigned book of business for the commercial lines department. This position primarily collaborates with the Operations Manager and Account Managers in the agency.

Responsibilities:

New Business

· Understands the process of the New Business workflow

· Reviews data on insurance documents, applications, and policies

· Sets up clients in CSR24

· Issues Certificates out of CSR24

Renewals

· Sends out Agency bill renewals for Account Manager as needed

· Sends out Direct bill renewals

· Renews direct bill policies for non-downloaded companies

· Manually renews Agency Bill policies in Epic as needed

Endorsements

· Processes all endorsements

Cancellations and Reinstatements

· Processes Insured request

· Processes Non-pay cancellations

· Processes Non-Renewals

· Handles reinstatement process when applicable

Remarketing and Rewrites

· As assigned by Account Manager

Audits

· Handles Audits as assigned by Account Manager

Inspections

· Reviews and Processes insurance inspections as assigned by the Account Manager

· Coordinates inspection requirements with clients as assigned by Account Manager

Cross-selling

· Identifies opportunities to round out accounts and cross-sells

Accounting

· Transacts, New, Renewals, Endorsements, and Cancellations when applicable

· Sends and tracks payment invoices to clients when applicable

Agency Management system

· Use computers and agency database to enter, access, and retrieve information

· Edits, reviews and maintain records of customer’s interactions and transactions, recording details of policies, correspondence, and inquiries

· Utilizes Epic management system for managing all assigned work

· Sets activities on all duties that need to be completed

Client Servicing and Communication

· Works incoming mail in the un-routed inbox

· Takes and filters phone calls

· Issues Certificates out of CSR24

· Confer with customers via telephone, email, letters, and in-person

· Compose business correspondence via letter and email

· Answer all business phone calls as soon as possible, changes voice mail as needed

· Examines documents and all related correspondence for completeness and accuracy

· Obtains information from customers and maintain activity records of all interactions

· Covers emergency duties when other Commercial Assistant Account Manager is out of the office

Other duties as assigned

Knowledge, Skills, and Abilities:

Must be an assertive self –starter with effective presentation skills through both verbal and written communications

Must be able to work in a fast-paced, multi-tasking environment

Requirements: Obtain current P&C license