Jones Networking ยท 5 hours ago
Commercial Lines Account Manager
Jones Networking is recruiting for a Commercial Lines Account Manager to join a growing Insurance Agency in Atlanta, GA. The ideal candidate will manage a book of commercial insurance business and ensure excellent client service and support.
Human Resources
Responsibilities
Market New/Renew Business: Gather information as needed, complete applications in the Management System Applied (EPIC), create a submission, send out to carriers and monitor the renewal or new business process
Quotes/Proposals: Review quotes for accuracy and prepare the proposal for the meeting with the insured
Binding: Responsible for making sure all coverages are bound as requested, sending out all binders, ID cards and Certificates as needed
Service Book of Business: Respond to all email, mail and phone requests for a book of business
Endorsements: Process Change Requests and Endorsements
Audit: Processing and Disputes
Claims: Take calls from clients for new claims and submit to carriers, confirm claim is received/adjuster assigned, handle any questions or follow up calls as needed from insured or adjuster
Invoicing: Invoice agency billed items and manage the Aged Receivable for books
Processing Policies: Policy Checking and Delivery
Correspond with Clients and Carriers
Maintain client files using the proper agency procedures and standards
Certificates of Insurance
Qualification
Required
Minimum of 3+ years of commercial lines client support/management
Active Property & Casualty Insurance License
Align with company values
Willingness to work effectively within a team
Demonstrates adaptability
Strong communication skills
Strong organization skills and computer skills; Level 2 Excel
Complex client problem solving experience
Familiar with Marketing Process
Preferred
commercial lines account management: 1 year
Property & Casualty License
Benefits
Medical, Dental and Vision
401K
PTO and paid holidays
Flexible schedule
Relocation assistance
Work from home