P&C ACCOUNT MANAGER

The Loomis Company; Berkshire Heights (PA); Sur place; USD 65 000 - 85 000; Plein temps

Résumé du poste

The Loomis Company is looking for a P&C Account Manager who can assess client coverage needs, select optimal markets, and sell the account. You will review policies, audits, and endorsements, input data, and manage correspondence and certificates for clients.

Strong customer service, accuracy, and organizational skills are required, along with knowledge of Microsoft Office. A P&C license and 3-5 years of P&C commercial experience are preferred.

Qualifications

• High School diploma or GED required.
• 3-5 years P&C commercial insurance experience preferred.
• CIC/CISR designation preferred or ability to complete course for designation.

Responsabilités

• Advise clients on coverage issues and determine appropriate markets.
• Input data, bill policies, audits, and endorsements, and follow up in marketing process.
• Issue certificates, ID cards, and changes; prepare binders and cancellations as needed.
• Check expirations and renewals to ensure timely binding or renewal.
• Assist with accounting differences and rating as required.

Connaissances

Customer service

Speed & accuracy

Detail-oriented

Verbal & written communication

Organized

MS Office knowledge

Formation

High School Diploma or GED

Outils

Microsoft Office

Description du poste

SUMMARY:We are seeking a P&C Account Manager who will have the ability to contact a client, gather information, determine coverage’s needed for the individual client, market, place, and sell the account. Knowledge of financial statements along with the ability to prioritize and delegate work flow issues for the most efficient use of time and resources is required for success.DUTIES AND RESPONSIBILITIES:Advise clients on coverage issues.Decide the best market with which to place an account and which markets to approachCheck all incoming policies, audits, and endorsements for accuracy.Input the data on the system.Bill policies, audits, and endorsements.Write to company for corrections to policies, endorsements, audits.Enter and update applications to be submitted to company for marketing.Follow up with companies in marketing process to obtain quotations.Take customer calls for certificates of insurance and changes (car changes, ID cards, etc.)Write to company for changes, issue certificates, ID cards, and send out to customer.Issue binders.Issue cancellation requests.Check expiration lists to be sure everything is bound or renewed on time.Research and explain accounting differences.Do rating if needed.Check follow-up items and second request outstanding items.OTHER SKILLS AND/OR ABILITIES:Customer service experience.Speed and accuracy in all areas.Detail-oriented.Knowledge of Microsoft Office products.Excellent verbal and written communication skills.OrganizedEDUCATION AND/OR EXPERIENCE:High School Diploma or General Education Degree (GED)Property & Casualty license required3-5 years P&C commercial insurance experience preferredCIC / CISR designation preferred or ability to complete course for designationPHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an 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 performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications and close vision computer use. The employee may need to lift and/or move up to fifteen (15) pounds.HIPAA SECURITY STATEMENT:This position may require access to private health information (PHI) and/or electronic private health information (EPHI) for Loomis Company clients. The minimum necessary access will be granted based on the employee’s responsibilities. To perform their job requirements, certain employees may also be granted access to PHI and EPHI of Loomis Company employees.WORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, while maintaining regular attendance that is acceptable to company standards. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions