Commercial Lines Account Technician

Professional Insurors Agency, LLC; Oklahoma City (OK); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Company parties

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

Job summary

An established industry player is seeking an enthusiastic individual to join as an Account Technician in the dynamic field of commercial property and casualty insurance. This training position offers a unique opportunity to develop essential skills in client service and account management. You will work closely with Account Managers and Producers to provide exceptional service to clients, manage account changes, and assist in the renewal and new business processes. With hands-on training and a clear pathway to advancement, this role is perfect for someone eager to grow their career in the insurance industry. Join a supportive team environment where your contributions will make a significant impact!

Qualifications

• Strong customer service skills with a focus on client relationships.
• Ability to maintain accurate client information and documentation.

Responsibilities

• Assist Account Manager with servicing existing accounts and new business.
• Handle account changes and ensure accurate client information in AMS360.

Skills

Customer Service

Client Relationship Management

Attention to Detail

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

AMS360

Job description

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance

SUMMARY

Acts as an Account Technician for commercial property & casualty insurance clients and assists the Account Manager and Producer(s) of the agency to service existing accounts and assist as needed in the production of new and renewal business to the agency for the Account Manager and Producer(s).

THIS IS A TRAINING POSITION SO YOU WILL BE TRAINED AND BE WORKING TOWARDS BEING ABLE TO ACCOMPLISH THE FOLLOWING TASKS:

Essential Duties:

• Provide excellent customer service by maintaining strong client relationships, promoting fairness, and upholding company values.
• Maintain professional appearance and a tidy work area.
• Regularly update client and prospect information in collaboration with Account Manager or Producer.

Client Service – Administration:

• Handle account changes, such as adding vehicles, employees, and locations, under guidance from Account Manager/Producer.
• Issue Certificates of Insurance, Auto ID Cards, and Evidence of Property Insurance as needed.
• Bill clients and manage finance contracts and payments.
• Ensure accurate and up-to-date client information in AMS360 database and other systems.
• Assist with claims reporting as needed.

Client Service – Renewals:

• Coordinate with Insurance Companies and Clients to gather necessary renewal information.
• Prepare and submit required documents for renewal quotes and follow up until received.
• Ensure policies are bound/renewed before expiration and distribute certificates to clients.

Prospect Service – New Business:

• Assist with new business process, including gathering necessary information for applications.
• Enter data into AMS360, market accounts to insurance companies, and follow up until quotes are received.
• Prepare proposals and ensure coverage is bound before expiration.

Marginal Duties:

• Participate in short- and long-term forecasting, annual reviews, and report preparation.
• Attend meetings, back up Account Technicians/Managers as needed, and answer phones if required.

This role offers hands-on training and a pathway to becoming proficient in managing accounts and supporting a team with the goal to progress to an account manager position.