Licensed Property & Casualty Account Coordinator

Company: Alliance Insurance Group - An AssuredPartners Agen
Location: Marcola
Posted on: November 18, 2021

Job Description:

Leading Insurance Company, AssuredPartners - Alliance Insurance Group is seeking an Account Manager to add to their Commercial Lines team!

Salary: Flexible based on level and years of experience (P&C license required). Competitive benefits offered.
Location: Remote or In-Office The ideal candidate can work at 941 Oak Street, Eugene, Oregon 97405 as needed. However, this role is fully remote eligible.
Work Hours: Full-time Monday through Friday 8:30 AM to 5 PM PST.

AssuredPartners - Alliance Insurance Group has Excellent Benefits, including:
401K
Medical, Dental, and Vision Insurance
15 Days PTO
11 Paid Holidays plus 1 Floating Holiday
2 Volunteer Days

Commercial Account Manager Role Summary:
The Account Manager is responsible for providing sales support at the direction of the Account Executive. The Account Manager provides customer service by handling the day-to-day operations of clients' insurance needs. The Account Manager will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients.

Commercial Account Manager Requirements:
3+ years of Commercial Lines account management/client servicing experience within an insurance agency setting
Property & Casualty Insurance License required
Senior Living industry experience is highly preferred
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
An individual should have knowledge of agency management systems (Applied Epic a plus) and Microsoft suite of products including Outlook, Excel and PowerPoint
Full knowledge of insurance markets

Commercial Account Manager Responsibilities Include:
Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Account Executive. Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer, Senior Account Executive, or Account Executive, and submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.
Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
Maintains files with proper records according to company procedures. Maintains good internal file audit results.
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.
Follows company procedures with respect to all essential duties and responsibilities of the job.
Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
Determines reasons for requests for cancellation and follows cancellation procedures accordingly.
Refers current and prospective clients to other Agency departments for solicitation of other lines of business.
Participates in required continuing professional development.

About AssuredPartners - Alliance Insurance Group:
Representing over 50 carrier experts and more than $84 million in premiums, Alliance was built on the belief that our client's commercial insurance dollars should come back to work for them.
We treat each client transaction as part of a larger, ongoing relationship. This holistic approach leverages our extensive carrier-side experience and positive carrier relationships to effectively manage cost, broaden coverage, customize details, and minimize exclusions. Acting as your business consultant and advocate, Alliance is redefining the broker-client relationship in the 21st century.
In 2016, Alliance Insurance Group became part of AssuredPartners, Inc. (AP), the 13th largest broker of U.S. business (as ranked by Business Insurance in the July 2017 Edition, featuring the "100 Largest Brokers of U.S. Business").
#a
#LI-NW1

Keywords: Alliance Insurance Group - An AssuredPartners Agen, Eugene , Licensed Property & Casualty Account Coordinator, Other , Marcola, Oregon