The Mid-State Group ยท 18 hours ago
P & C Insurance Account Manager for Commercial Lines
The Mid-State Group is a company specializing in insurance solutions, and they are seeking a P & C Insurance Account Manager for Commercial Lines. The role involves managing commercial insurance programs, preparing proposals, and advising clients on their insurance needs.
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Responsibilities
Prepare proposals for all lines of coverage associated with Commercial Lines new and renewal directly as agent or in assistance with Producer
Manage 200k book of business (revenue)
Serve accounts with 30k-200k in premiums
Work with carriers such as Auto Owners, Erie, Travelers, Chubb, Hartford, Philadelphia, etc
Understanding of Applied EPIC or other online insurance management systems
Obtain all necessary information to complete applications
Follow procedures to write a minimum of two lines of business for each client
Know the underwriting and rating procedures for each company. Provide companies with any information requested in a timely manner
Advise clients on additional exposures and suggest insurance needs annually at renewal
Assist agency with collections of premiums and proper recording in Applied EPIC system
Process daily mail for assigned accounts
Process cancellations and endorsements as requested
Complete and submit change requests on company websites or on company system
Process telephone requests for assigned accounts
Accurately document all conversations, changes, revisions, etc. necessary in Applied EPIC for prevention of errors and omissions claim
Review Company produced policies and endorsements for accuracy
Keep Producers informed of activity of insured as warranted
Process claim reports and system claims information as required. Assist clients and claimants in whatever it takes to settle their claim
Assist other Account Manager's as needed
Review all applications, renewal requests and endorsements for compliance with agency guidelines. Re-underwriting is a daily task and should be done continuously
Maintain a current level of knowledge on rates, forms and coverage changes that apply to your division
Participate in seminars and classes for skill and knowledge development
Review non-standard policies annually for eligibility for standard policy type
Perform additional duties as assigned
Qualification
Required
HS Diploma or equivalent
One to two years related COMMERCIAL INSURANCE experience
Must be proficient in Microsoft Word, Excel, and have the ability to learn other computer programs quickly
P&C License - Virginia
Experience in Applied EPIC
Preferred
Applied EPIC experience preferred
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Company
The Mid-State Group
The Mid-State Group is a premier risk management agency and trusted Virginia insurance, human resource, safety, wellness, leadership and financial partner.