JOB PURPOSE:

As a Commercial Insurance Brokerage. we work on behalf of our clients to find the best insurance solutions to meet their needs. Our Commercial Account Management team supports our Account Executives (Producers) in this task, working with a range of insurance companies to find the package and quote that best meets the business client's requirements and then prepare the offer package, supporting the Executive to complete the deal.

The Commercial Account Technician (CAT) supports the Commercial Account Managers (CAMs) in performing the essential functions of client management, which include aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. The CAT must meet service delivery standards and perform essential functions to the quality and service standards agreed.

Attention to detail is a must for this role along with a willingness to be part of a collaborative team.

Responsibilities include:

PRIMARY RESPONSIBILITIES AND DUTIES

New Business:

• Work as an efficient team with CAM to support Account Executives to assemble, market and place coverage for new clients.
• Provides technical support to Account Executives to benefit clients and to reach Executive and agency’s strategic business goals.
• Support CAMs attend to clients’ needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy using established checklists

Retention:

• Help prepares summaries of insurance, schedules, and proposals as needed for account review.
• Help create renewal proposals, and handles other renewal activities in coordination with the Producers and CAMs. This includes 120-day advance account review for marketing, renewal letter mailed to insured for updates, Acord applications updated, loss runs requested and submission of account 90 days prior to renewal.
• Help Renew policies following agency standards; verifies each renewal’s accuracy; ensures that all renewals are processed.
• Help review/audit of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Maintains and updates files in agency management system.
• Verifies policy and change information, facilitating corrections when necessary.
• Follow up on claims to ensure they are processed as required by insurers.
• Process incoming email and mail requests, responding promptly and appropriately.
• Help verify accuracy of all direct billed cancellations and takes appropriate corrective action when needed.

Qualifications:

• Effective verbal and written communication skills
• Working knowledge of most Commercial Lines coverages, products and markets
• Ability to work well under pressure with minimum supervision
• Commitment to positive team dynamic
• Excellent time management and organizational skills
• High attention to detail and accuracy
• Working knowledge of most Commercial Lines coverages, products and markets
• Ability to work well under pressure with minimum supervision
• Commitment to positive team dynamic
• Excellent time management and organizational skills
• High attention to detail and accuracy
• Ability to multi-task and respond to time sensitive deadlines

RIBO required

Always on the Hunt for You !

Cindy Gowing, Insurance Recruiter

JOB-BORN Executive Search Inc.

www.jobbornsolutions.com 

519-572-6095

cindy@jobbornsolutions.com 

BIG ENOUGH TO SERVE YOU …small enough to know you