Jobot ยท 4 days ago
Commercial Lines Account Manager
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Artificial Intelligence (AI)Recruiting
Insider Connection @Jobot
Responsibilities
Updating and maintaining renewal lists and sending renewal letters as requested
Communicating with both carriers and clients in a timely and professional manner
Checking policies, endorsements, audits, and other policy documents for accuracy
Using Carrier rating websites (Hartford, Travelers, etc.) or something similar
Organizing and prioritizing workflow
Processing binders, certificates of insurance, and all other policy information updates
Performing related duties as assigned
Assisting (4) Producers and other Account Managers as needed
Providing guidance and sharing information with other team members
Completing Certificates of Insurance
Processing change requests and submitting to carrier
Requesting Loss Run information from insured and/or carrier
Processing endorsements
Processing and submitting claims to insurer
Communicating with and Developing business relationships with clients
Obtaining information from the client to market new and renewal policies
Performing special projects and other duties as assigned
Qualification
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Required
Ability to perform typing duties with verbal and/or written direction
Strong multi-tasking, organizational, communication & grammatical skills
Proficiency in MS Word, Excel, Outlook and Adobe Acrobat
Experience with Agency Management Systems (Applied/TAM experience are strongly preferred)
Current CA Property & Casualty Insurance License or ability to obtain license with 6 months of hire
Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints
Minimum 5+ years of progressively responsible insurance experience
A positive outlook and desire to learn and grow with us
Preferred
Designations preferred (CIC, CPCU, CISR, AAI, ARM)
Company
Jobot
Jobot is a career platform that combines artificial intelligence with experienced recruiters to fill jobs.
Funding
Current Stage
Late StageRecent News
2022-12-12
Orange County Register
2022-12-09
Company data provided by crunchbase