Position Description
Commercial Lines Service Account Manager
Job Duties/Responsibilities:
- • Updates and maintains client information in agency management system accurately and proficiently.
• Handles service requests including endorsements, LPR's, cancellations, reinstatements, audits and handles any follow up that is necessary.
• Issues certificates of insurance and evidence of property forms.
• Orders, retrieves and receives loss runs for renewal workflows.
• Requests renewal quotes from carriers on designated accounts.
• Issues binders of insurance.
• Invoices all activities.
• Is responsible for policy processing and quality control.
• Performs additional assigned duties as necessary.
Education/Experience Requirements:
- - Has above average customer service skills.
- 3 years or more insurance or business-related experience.
- Possesses High School diploma or equivalent.
- Has or will obtain Property Casualty Insurance License.
