Account Technician - Commercial Lines

Description

Opportunity to join high performing insurance service team supporting the construction industry. We help contractors build with confidence through a partnership of risk management and risk transfer. We are a team that works to support our clients, one another, and our community.

Learn to perform a variety of duties related to transacting insurance to help the assigned team and agents with daily tasks and activities related to maintaining existing business and securing new business to the agency. Success found in working well as a valuable part of the support team.

To perform this job successfully, an individual must demonstrate willingness and ability to learn and be able to perform each essential assigned duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Become proficient with AMS 360
• Process/maintain expiration lists
• Prepare and/or update submission applications in AMS
• Set up submission files in marketing folder
• Order loss runs
• Order MVRs
• Create/update supplemental applications
• Learn carrier preferences
• Submit applications to assigned carriers
• Rate applications online with appropriate carriers
• Generate routine correspondence
• Manage/maintain AMS suspense
• Maintain carrier files and marketing information database
• Maintain loss run carrier database
• Prepare policies for delivery to clients
• Order and process change requests/verifications
• Review and process endorsements
• Learn to issue certificates of insurance and/or evidence of property insurance
• Assist with premium collection, notices of cancellation, etc.
• Assist in other areas as needed within the team and throughout the office as required

• High School Diploma or Equivalent with Customer Service Experience Preferred
• Must be proficient with Outlook and Word computer programs and have a working knowledge of Excel. Should be able to type a minimum of 35 WPM
• Must participate in seminars/classes for knowledge, skill development and continuing education to maintain license

• Must be able to read and interpret insurance policy language
• Must be able to read and comprehend procedure manuals, as well as compose professional correspondence, memos, e‑mail, and relative correspondence
• Ability to effectively present information one‑on‑one by phone and/or small group situations to agents, managers, and other employees of the organization

• Must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
• Ability to deal with problems involving several variables in standardized situations

• An active Property and Casualty Insurance License must be obtained within 6 months from date of hire to be considered for continued employment

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. Specific vision abilities required by this job include close vision, and ability to adjust focus as necessary for computer work, data entry and paperwork.