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Account Manager - Small Business Unit

We are seeking an individual to manage accounts up to $1,500.00 in revenue by processing new and renewal lines of commercial insurance.
 
 Primary Job Functions & Responsibilities
  • Prepare applications and other documents and process new and renewal proposals and submissions.
  • Issue binders, auto ID cards, certificates, and invoices.
  • Maintain direct communication with company underwriters and clients on servicing of accounts.
  • Check policy coverage and rating for accuracy and relevance on all new business, endorsements, audits and renewals.
  • Review contracts and agreements for insurance/risk management implications and provide coverage and/or certificate issuance instructions.
  • Prepare proposals to review prior to delivery.
  • Assist as needed on serious claim situations with client and/or company personnel.
  • Assist with presentation of new and renewal proposals as requested.
  • Maintain electronic account folders and computer files according to established procedures.
  • Perform all of the day to day servicing needs of the client.
  • Perform other duties as required or as instructed by the team leader and/or Producer.
  • Pursue a program for personal and professional development.
  • Keep informed of industry developments through review of trade press and by attending company training meetings on new products. 
  • Uphold and promote the professional and ethical standards of the agency. Provide customer service to member companies regarding eligibility, benefit status, claims status, billing, etc,.
 
Job Specifications: (Education, experience, skills, characteristics) 
  • High school diploma, college degree desirable.
  • Three years related experience.
  • Above average phone personality and ability to deal with people.
  • Excellent communication and computer skills.
  • Detail oriented with excellent organizational abilities.
  • Good knowledge of commercial policy forms, rating and coverage descriptions.
  • Knowledge of agency management system preferably AMS and a paperless environment.
  • Must possess Illinois license and appropriate non-resident licenses.
To apply for this click here
 
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