Commercial Lines Account Manager
| Company | Foundation Risk Partners |
|---|---|
| Location | Sparks, MD, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
- Must be able to work independently with limited supervision
- Must be able to prioritize and effectively manage multiple tasks at once
- Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
- Strong verbal and written communication and negotiation skills
- Ability to deal with problems involving clients and staff, as well as vendors
- Ability to demonstrate attention to detail with high degree of accuracy
- Ability to multitask and prioritize a variety of activities
- Ability to demonstrate a “client first” attitude
- Ability to work on a team effectively
- Minimum of 5 years related experience in the insurance industry
- Knowledge of EPIC is required
- Property & Casualty License
Responsibilities
- Provides daily administrative support to designated Producers and Account Executives as well as existing clients. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets for the Producer and Account Executive.
- Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Account Executive, Producer and or Manager of Service.
- Assists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claims.
- Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.
- Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards.
- Occasional contact with clients to ensure that they are informed about insurance.
- Educates and coach business partners on insurance products, compliance and operational.
- Invoice all applicable accounts, and process premiums when.
- Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive.
- Work expiration lists prior to renewal for customer contact and improved.
- Perform agency system client updates and input into system according to department.
Preferred Qualifications
- High school diploma, college degree preferred