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Community Financial System, Inc. · 1 month ago

Commercial Insurance Account Manager - Small Business

Syracuse, NY

Contract

Onsite

Mid Level

$24.75/hr - $38.31/hr

3+ years exp

Community Financial System, Inc. (CFSI) is dedicated to providing high-quality financial services and products. The Commercial Insurance Account Manager is responsible for managing a book of assigned commercial lines accounts, ensuring high customer retention, and providing detailed coverage analysis and recommendations to clients.

Financial ServicesFunding PlatformWealth Management

Responsibilities

Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally up to $2,500 in revenue and slightly more complex Job includes providing service to commercial clients and maintaining a high retention of customers

Rate and quote renewal Commercial Lines risks

Screen, place, and approve Commercial Lines applications

Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Familiarity with company underwriting guidelines & binding authority

Prepare and authorize ID cards for auto clients when necessary

Initiate, screen, and prepare endorsement requests on Commercial Lines

Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on

Authorize cancellation requests

Rate and compute endorsement, cancellation, additional or return premiums

Review Company produced policies, endorsements, audits for accuracy

Compute and initiate premium finance contracts as needed

Take claim reports and maintain claim files on clients handled as needed

Prepare summaries and proposals of insurance for existing accounts

Prepare bonds, endorsements, and cancellations

Working knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position

Technical proficiency with coverages and various types of insurance policies as appropriate

Authorize binding of Commercial Lines coverage within authority granted by the carrier

Contact carriers as needed

Contact producers as needed

Maintain client files and make client contacts as needed

Perform Other Duties As Required

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner