Commercial Account Associate

CMZ Companies, Inc.

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Job Type:

Direct Hire

Remote Status:

Hybrid

Compensation:

$50,000 - $65,000 / yr

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Commercial Account Associate

Owings Mills, MD

IDj-16Posted 8/8/2023

Position Overview

No Insurance experienced required. Will train a smart, college graduate. The Commercial Insurance Associate assists the Commercial Account Manager, Commercial Account Executive and/or Commercial Lines Risk Advisor by processing changes, renewals, rating, billing and making calls to clients and/or companies as instructed.

Principal Duties and Responsibilities

Creating and maintaining an unforgettable client experience
Maintain own activity system within EPIC on outstanding endorsements, correspondence, audits, reports, reporting form coverage, claims, and follow up on overdue and suspense items; assist in maintaining expiration control log
Maintain EPIC with up-to-date information regarding the clients’ current policy coverages (e.g. coverage limits, endorsements, driver/vehicle lists, certificate holders, etc.)
Prepare binders, certificates, account summaries (to include premium and loss experience as well as coverage), endorsements, policies, lost policy releases, FR19s, auto identification cards, and account balance statuses when requested
Complete review of new and renewal policy checklist provided by ResourcePro for accuracy/verification (if applicable)
Process and follow up with clients on cancellation/late notice and reinstatement requests
Assist in the reporting of claims for or with clients. Update EPIC with the claim information. Notify Commercial Account Mangers, Account Executive and/or Risk Advisors on large claims or potential suit issues
Pull MVRs from ChoicePoint
Generate barcodes for client and/or carrier information to be scanned into EPIC
Verify EPIC for accuracy of carrier endorsements processed against change request and/or activity and process invoice (if applicable), generate letter, and mail endorsement to client.
Maintain a working knowledge of all company change procedures
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Report all malfunctions of EPIC software to Systems Operation Support
Perform other duties as requested

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