Account Manager - Commercial Lines

Peck & Company Insurance Brokerage; Fresno (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Peck & Company Insurance Brokerage in Fresno, CA is seeking an Account Manager (Service & Marketing) to provide excellent client service while managing client data in AMS. You will assist producers by preparing applications for carriers for new and renewal business and help ensure accurate coverage is submitted.

Responsibilities include processing renewals, updating submissions, and maintaining data integrity in AMS.

Qualifications

• College degree or 2–3 years related insurance experience or training; or equivalent.
• Proficiency with Outlook and Microsoft Office.
• Active Property & Casualty or Accident & Health license as required.

Responsibilities

• Provide quality customer service to clients while managing client data in AMS.
• Assist producers in presenting accurate client operations and assets to carriers.
• Prepare and submit applications to carriers for new or renewal business.
• Process invoices and renewals; maintain data integrity in AMS.
• Review policies for accuracy and advise on coverage gaps.
• Coordinate with carriers to bind coverage.

Skills

Customer service

Data entry

Outlook

Microsoft Office

Education

College degree

Tools

AMS

Job description

DESCRIPTION

Opportunity to join high performing insurance service team supporting the construction industry. We help contractors build with confidence through a partnership of risk management and risk transfer. We are team that works to support our clients, one another, and our community.

Account Manager (Service & Marketing): Providequalitycustomerservicetoclientswhile managingclientdatafilesinAMS,assistproducersinprotectingclientsassets.Inadditionto assistingAgentwithaccuraterepresentationofclient'soperationandassetsinproviding completedapplicationtoappropriatecarriersforthepurposeofplacingnewand/orrenewal business.

ESSENTIALDUTIESANDRESPONSIBILITIESincludethefollowing.Otherdutiesmaybeassigned.

ProcessesRelatedtoMarketingResponsibilities:

• Process/Maintain Expiration Lists
• Prepare and/or Update Submission Applications in AMS
• Setup Submission Files in Marketing Folder
• Order Loss runs
• Order MVRs
• Create/Update Supplemental Applications
• Be Familiar with Carrier Preferences
• Review Application for Adequate Insurance & Submit to assigned carriers
• Rate Online with Assigned Carriers
• Negotiate Pricing
• Review Quotes with Agent/Team
• Create Proposals
• Bind Coverage with Carrier
• Notify Carriers regarding outcome of quotes
• Order Renewals from Existing Carrier
• Prepare Premium Finance Agreements
• Assist with Bonds
• Control AMS Producer Codes & Maintain Data Integrity
• Close Submissions
• Create Policies
• Generate Professional Correspondence
• Maintain Suspenses
• Maintain Carrier Files
• Maintain Loss Run Database

ProcessesRelatedtoServiceResponsibilities:

• OverseeClientAccountforAdequateInsurance
• DiscussallaspectsofPropertyandCasualtyinsurancewithclientsandunderwritersbyphone and inpersonasnecessary.
• ControlRenewals
• MeetwithAgents & Teamasneeded
• Orderrenewalcoveragefromexistingcarrierifnotsubmittedformarketing
• ControlAMSProducerCodes&MaintainDataIntegrity
• ProcessInvoices
• PreparePremiumFinanceContracts
• CreateSummaryofInsurance
• Checkpoliciesforaccuracyandcompliancewithrequestedcoverage
• Reviewpolicyforgapsincoverageexclusions
• PreparePoliciesforDeliverytoClients
• OrderandProcessChangeRequests/Verifications
• ReviewandProcessEndorsements
• IssueCertificatesofInsuranceand/orEvidenceofPropertyInsurance
• PrintDailyActivityReports
• GenerateRoutineCorrespondence
• Manage/MaintainAMSSuspenseSystem
• Assist with Bonds
• Assistwithpremiumcollection/billing
• Assist with office needs

QUALIFICATIONS

• All: Toperformthisjobsuccessfully,anindividualmustbeabletoperformeachessentialduty satisfactorily.The requirements listed below are representative of the knowledge, skill and/or ability required.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATIONand/orEXPERIENCE

• All: Collegedegree;ortwotothreeyearsrelatedinsuranceexperienceand/ortraining;or equivalent combination of education and experience.Must be proficient with Outlook and Microsoft computer programs.
• AccountManagers,ProductionManagersandExecutiveManagers mustparticipatein seminars/classesforknowledge,skilldevelopmentandcontinuingeducationasrequiredbythe Department of Insurance.

LANGUAGESKILLS

• AccountManagers,ProductionManagersandExecutiveManagers whotransactinsurancemust possess the ability to read and interpret insurance policies.Must be able to read and comprehend procedure manuals, correspondence, memos and compose professional emails relative correspondence.Ability to effectively present information one-on-one by phone and/or small group situations to clients, agents, managers and other employees of the organization.

REASONINGABILITY

• All mustbeabletoapplycommonsenseunderstandingtocarryoutinstructionsfurnishedin written, oral or diagram form.Ability to deal with problems involving several concrete variables in standardized situations.

CERTIFICATES,LICENSES,REGISTRATIONS

• AccountManagers,ProductionManagers,ExecutiveManagers whotransactinsurancemust have and maintain an active Property and Casualty Insurance License or Accident & Health Insurance license as required for appropriate lines of insurance.

PHYSICALDEMANDS

• All: Thephysicaldemandsdescribedherearerepresentativeofthosethatmustbemetbyan employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While perform the duties of this job, the employee is regularly required to sit.Specific vision abilities required by this job include the ability to adjust focus as necessary for computer work, data entry and paper work.

WORKENVIRONMENT

• All: Theworkenvironmentcharacteristicsdescribedherearerepresentativeofthosean employee encounters while performing the essential functions of this job.Reasonable accommodations may be able to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually moderate.