JOB DESCRIPTION

Assist Account Manager with the day-to-day services operations for new and existing clients,
and support the production of new Property and Casualty accounts.

Daily Responsibilities include:

  • Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidences of Insurance, and fulfilling MVR requests
  • Preparing renewal applications
  • Obtaining loss experience on all lines of coverage on all accounts
  • Initiating and following-up on policy changes with various carriers
  • Reviewing and assisting with resolving audit disputes
  • Setting up new clients in client management system
  • Monitoring receipt of renewal policies
  • Preparing client presentations
  • Reviewing policies for accuracy
  • Sending policies to clients
  • Sending all documentation to scanning, and maintaining files in client management system
  • Invoicing, updating billing screens, setting up new applications and updating applications in client management system
  • Obtaining online quotes for Flood Policies, and BOP’s with various carriers
  • Performing other duties as assigned
  • As this individual gains knowledge of the accounts, additional duties and responsibilities will be added, such as assisting with marketing

Required Skills:

  • Ability to handle a high volume workload
  • Strong verbal and written communication skills
  • Organized, driven, and have the ability to multi-task while being detailed oriented
  • Willing to work in a team environment
  • IL P&C License with knowledge of insurance industry coverages, terms and conditions

Preferred Skills:

  • 3-5 years of experience
  • Working knowledge of Excel and MS Office
  • Experience with Epic by Applied Systems
  • Ability to be a self-starter
  • Ability to cross-sell products to existing customers

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