Commercial Account Manager
Company: Atlantic Shield Insurance Group
Location: Mount Pleasant
Posted on: February 20, 2021
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Job Description:
Commercial Lines Assistant Account ManagerReports To: Operations
ManagerPosition Summary: The Assistant Account Manager assists and
supports the Account Manager in managing an assigned book of
business for the commercial lines department. This position
primarily collaborates with the Operations Manager and Account
Managers in the agency. Responsibilities:New Business * Understands
the process of the New Business workflow* Reviews data on insurance
documents, applications, and policies* Sets up clients in CSR24*
Issues Certificates out of CSR24Renewals* Sends out Agency bill
renewals for Account Manager as needed* Sends out Direct bill
renewals* Renews direct bill policies for non-downloaded companies*
Manually renews Agency Bill policies in Epic as
neededEndorsements-- Processes all endorsements Cancellations and
Reinstatements* Processes Insured request* Processes non-pay
cancellations* Processes Non-Renewals* Handles reinstatement
process when applicableRemarketing and Rewrites-- As assigned by
Account ManagerAudits-- Handles Audits as assigned by Account
ManagerInspections* Reviews and Processes insurance inspections as
assigned by Account Manager* Coordinates inspection requirements
with clients as assigned by Account ManagerCross-selling *
Identifies opportunities to round out accounts and
cross-sellsAccounting* Transacts, New, Renewals, Endorsements, and
Cancellations when applicable* Sends and tracks payment invoices to
clients when applicable* Management system* Use computers and
agency database to enter, access, and retrieve information* Edits,
reviews and maintain records of customer's interactions and
transactions, recording details of policies, correspondence, and
inquiries* Utilizes Epic management system--for managing all
assigned work* Sets activities on all duties that need to be
completedClient Servicing and Communication * Works incoming mail
in the un-routed inbox* Takes and filters phone calls* Issues
Certificates out of CSR24* Confer with customers via telephone,
email, letters, and in-person* Compose business correspondence via
letter and email* Answer all business phone calls as soon as
possible, changes voice mail as needed* Examines documents--and all
related correspondence for completeness and accuracy* Obtains
information from customers and maintain activity records of all
interactions* Covers emergency duties when other Commercial
Assistant Account Manager is out of the office* duties as
assignedKnowledge, Skills, and Abilities:Must be an assertive self
-starter with effective presentation skills through both verbal and
written communicationsMust be able to work in a fast-paced,
multi-tasking environmentRequirements: Obtain current P&C
license
Keywords: Atlantic Shield Insurance Group, Mount Pleasant , Commercial Account Manager, Executive , Mount Pleasant, South Carolina
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