Moody Insurance Agency · 15 hours ago
Commercial Lines Account Administrator
Grand Junction,CO,US
Full-time
Onsite
New Grad, Entry LevelMoody Insurance Agency is seeking a Commercial Lines Account Administrator to assist the Account Service Team in servicing assigned commercial lines accounts. The role involves providing excellent customer service, processing endorsements, issuing certificates of insurance, and managing daily tasks efficiently while adhering to ethical standards.
Financial ServicesInsurance
Responsibilities
Provide excellent internal and external customer service, responding as quickly and courteously as possible
Issue Certificates of Insurance requested before 3pm same day and those requested after 3pm next business day. At renewal, process the bulk certificates and mail or email to the certificate holder and client. Ensure master cert is accurate prior to renewal
Effectively and efficiently process endorsement requests for drivers, automobile or equipment changes as directed by Account Team
Verify endorsements received from the insurance carrier match what was requested when adding/deleting a driver, automobile or equipment
Email or mail the endorsements received to the client when adding/deleting a driver, automobile or equipment
Bill premiums and commissions in an accurate and timely manner, in accordance with department policy
Issue Auto ID cards as requested. At renewal, process the bulk Auto ID cards and mail or email to the client
Manage assigned tasks daily. Each day’s tasks should be completed by the end of the workday
Demonstrate proficiency with insurance company websites; able to quickly obtain loss runs from various insurance carrier’s websites as requested by AS / AM / AE
Pull MVR’s (driving record, if required) and Experience Mod Worksheet from carrier websites, where applicable
Assemble proposals (cover/coils) for customer meetings per procedure
Policies must be delivered to client within 5 business days from task received as approved by AM/AE
Audits must be processed and delivered to client within 3 business days from receipt
Provide back-up assistance to other Account Service Teams
Must obtain a Colorado Property and Casualty License within 90 days of hire
Must pass Total CSR program within 4 months of passing Property and Casualty Licensing test
Must complete Continuing Education classes as required to maintain Property and Casualty License or as requested by management, including working toward obtaining insurance industry designations, such as CISR and AINS
Cover Front Desk as needed or as back up for Receptionist’s breaks, lunches, and days off. Answer phones promptly and courteously, greet and assist visitors to the office, forward emails and faxes to the appropriate employee, and monitor deliveries
This role will also be cross-trained on the Personal Lines side of the business
Other duties as assigned
Qualification
Required
Able to read and write in English
High School diploma or equivalent
Must currently possess (or be able to obtain within 90 days of hire) a Colorado Property and Casualty Insurance License
Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel
Excellent written and verbal communication skills
Strong customer service and team skills; must interact effectively with clients, co-workers and management
Strong attention to detail and solid organizational skills
Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
Ability to analyze and solve problems
Preferred
Previous experience with AMS 360, Worksmart, or similar agency management software desired, but not required
Company
Moody Insurance Agency
Moody Insurance Agency is an insurance company that offers business insurance, personal lines, and employee benefits solutions.
Founded in 1972
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jamie Lummis ARM, CIC
Partner
Kim Burkhardt
Chief Sales Officer
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