Communicate with customers on all facets of their account service needs (i.e. polices, endorsements, audits, proofs of coverage, cancellations)
Processes new/renewal summaries and proposals
New and renewal marketing to carriers
Support all efforts of account retention and growth of existing book of business
Assists with account rounding, offers of new coverage
Handle claims in absence of agency claims coordinator or in response to catastrophic event
Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
Invoice all new business and renewal policies
Check new business and renewal policies against applications and binders
Keep client and policy information in agency management system up to date according to procedures
Contact insured as needed for collecting outstanding balances according to procedures
Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to procedures
Keep P & C license active and increase insurance knowledge by attending continuing education classes
Attend in office meetings as necessary
Assist the service team and producer as needed
Handle other duties as assigned
Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills and Competencies:
Current P&C license
Minimum of 5 years commercial lines account management experience