Essential Responsibilities:

• Communicate with customers on all facets of their account service needs (i.e. polices, endorsements, audits, proofs of coverage, cancellations)
• Processes new/renewal summaries and proposals
• New and renewal marketing to carriers
• Support all efforts of account retention and growth of existing book of business
• Assists with account rounding, offers of new coverage
• Handle claims in absence of agency claims coordinator or in response to catastrophic event
• Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
• Invoice all new business and renewal policies
• Check new business and renewal policies against applications and binders
• Keep client and policy information in agency management system up to date according to procedures
• Contact insured as needed for collecting outstanding balances according to procedures
• Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to procedures
• Keep P & C license active and increase insurance knowledge by attending continuing education classes
• Attend in office meetings as necessary
• Assist the service team and producer as needed
• Handle other duties as assigned
• Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Minimum Required Skills and Competencies:

• Current P&C license
• Minimum of 3 years commercial lines account management experience
• Excellent oral and written communication skills
• Strong attention to detail
• Computer skills (Word, Outlook, Excel)
• Dependability and punctuality

Desired Skills and Competencies:

• Experience on Applied software

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)