Commercial Lines Insurance Account Manager

The Juris Agency; Tulsa (OK); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands-on Training

Weekdays

Career Growth

Retirement Plan

Job summary

The Juris Agency in Tulsa, OK is seeking an Insurance Processor/Assistant Account Manager to service a book of business with accuracy and professionalism. You will work closely with the producer, process renewals, and prepare submissions to markets to ensure the right coverage.

The role requires 1–2 years in a processor/assistant role, knowledge of commercial property/casualty coverages, and an active insurance license with CISR progression.

Qualifications

• High school education required; college degree preferred or equivalent experience.
• Typically 1–2 years as a Processor and/or Assistant Account Manager.
• Good working knowledge of Commercial Property/Casualty coverages.
• Current insurance license and should be working toward or hold the CISR designation.
• Ability to work with Word and Excel or other relevant programs.

Responsibilities

• Renewal & New Business: discuss marketing plans for expiring accounts up to 120 days ahead.
• Review expiring exposure; enter new business in EPIC as directed by the producer.
• Prepare submissions to markets and quote products online; analyze coverage versus needs.
• Bind coverage with carrier prior to expiration; invoice accounts in the month of inception.
• Prepare renewal certificates and process automatic renewals; maintain AMS accuracy.

Education

High School diploma or equivalent

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Renewal & New Business

• May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.
• On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer.
• In coordination with the producer prepares and sends out submissions to markets and/or quote products on-line.
• Analyzes customers insurance needs and compares insurance packages considering risk and price of coverage.
• Authority to execute and bind the Agency and its customers to insurance and finance contracts.
• Review quotes, make recommendations, and verify that coverages are as desired and prepare proposal;
• Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;
• Ensure Auto IDs are issued in advance of renewal.
• Prepare and issue renewal certificates.
• Process automatic renewals from companies in advance of expiration;
• Work with Processor/Assistant to prepare policies to send being sure to check work prepared;
• Prepare summaries and complete policy checks.

Accounting/Audits

• Responsible for resolving accounting discrepancies to producers and clients.
• Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.

General

• Requests and tracks the processing of policy changes and endorsements; works with Processor in execution of this process
• Ensures the accuracy of information in the Agency Management System;
• Issues certificates within 24 hours and Auto ID Cards
• Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.
• Responsible for the accuracy of work given to Processor/Assistant.
• Processes endorsements w/ assistance from Processor/Assistant.
• Maintains positive and professional working relationships with clients, carriers and other employees in the office.
• Regular and consistent attendance is an essential function of this position

Requirements

• High School education required with college degree preferred or equivalent experience &/or education
• Typically have spent 1 to 2 years as a Processor and/or Assistant Account Manager
• Good working knowledge of Commercial Property/Casualty coverages.
• Current insurance license and should be working toward or hold the CISR designation
• Ability to work with computer technology including use of Word and Excel or other relevant programs.
• Ability to operate computers and general office equipment
• Aptitude for accuracy in mathematical calculations
• Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.
• Organizational and Time Management skills to prioritize workloads and meet deadlines.
• Verbal, written and interpersonal skills to interact with associates at all levels of responsibility.