Peck & Company Insurance Brokerage · 6 days ago
Account Technician - Commercial Lines
Fresno, CA
Full-time
Onsite
New Grad, Entry Level
$42K/yr - $46K/yrPeck & Company Insurance Brokerage is looking for an Account Technician to join their high-performing insurance service team supporting the construction industry. The role involves assisting the team with various tasks related to transacting insurance and maintaining client relationships.
Insurance
Responsibilities
Become proficient with AMS 360
Process/maintain expiration lists
Prepare and/or update submission applications in AMS
Set-up submission files in marketing folder
Order loss runs
Order MVRs
Create/update supplemental applications
Learn carrier preferences
Submit applications to assigned carriers
Rate applications online with appropriate carriers
Generate routine correspondence
Manage/maintain AMS suspense
Maintain carrier files and marketing information database
Maintain loss run carrier database
Prepare policies for delivery to clients
Order and process change requests/verifications
Review and process endorsements
Learn to issue certificates of insurance and/or evidence of property insurance
Assist with premium collection, notices of cancellation, etc
Assist in other areas as needed within the team and throughout the office as required
Qualification
Required
High School Diploma or Equivalent
Customer Service Experience
Proficient with Outlook and Word computer programs
Working knowledge of Excel
Ability to type a minimum of 35 WPM
Must participate in seminars/classes for knowledge, skill development and continuing education to maintain license
Must be able to read and interpret insurance policy language
Must be able to read and comprehend procedure manuals
Ability to compose professional correspondence, memos, e-mail, and relative correspondence
Ability to effectively present information one-on-one by phone and/or small group situations to agents, managers, and other employees of the organization
Must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several variables in standardized situations
An active Property and Casualty Insurance License must be obtained within 6 months from date of hire
Preferred
Customer Service Experience Preferred
Company
Peck & Company Insurance Brokerage
Specializing in the complex insurance, surety, and risk management needs of the construction industry.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase