Talent.com
Licensed P&C Commercial Insurance Account Manager
Licensed P&C Commercial Insurance Account ManagerMystaf Career Page • Wichita Falls, TX, US
Licensed P&C Commercial Insurance Account Manager

Licensed P&C Commercial Insurance Account Manager

Mystaf Career Page • Wichita Falls, TX, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Local Insurance Company / Licensed Property & Casualty Commercial Insurance Account Manager

Pay : $20 + DOE

Hours : Monday - Friday

Job Duties :

Pre-qualify and analyze prospect. Obtain all information needed for quoting

Enter prospects information through agency comparative rater & carrier quoting systems to determine best rates and fit for the client

Present quote to client & review coverages

  • Solicit other lines of business for account rounding
  • If writing policy, obtain signatures, payment information, and any additional required information.
  • Review issued policy for accuracy
  • Forward binder, ID cards, policy or any required document to insured & or mortgagee
  • Attach all required documents into client electronic file in agency management system
  • Update client file with all required notes and client correspondence
  • Process client payments and answer client billing inquiries
  • Process loss payee and mortgagee changes on carrier websites
  • Take mortgagee calls to confirm premium, coverages & mortgagee clause
  • Process endorsements as needed
  • Process cancellations
  • Send account round emails to clients, call and follow up
  • Process claim emails / calls as they come in
  • Misc. projects as they come up
  • Run renewal report and document premium changes in client file & agency spreadsheet
  • Re-shop with carriers if necessary
  • If able to find a better coverage for premium, present quotes and go through quoting steps above
  • If no better options are found, send appropriate email to client
  • Generates quarterly renewal reports in Excel
  • Prepares summaries of insurance, schedules and proposals as needed for account review
  • Remarkets renewals, contacts clients, creates renewal proposals and handles other renewal activities (review quotes w / other carriers)
  • Creates and sends certificates of insurance for commercial accounts

Applicant Requirements :

  • Must have a clean background.
  • Pass a drug screen.
  • Preferred Licensed.
  • Create a job alert for this search

    Commercial Insurance Account Manager • Wichita Falls, TX, US