Account Service Manager - CL

Description

 Essential Duties and Responsibilities

• Greet and welcome guests upon arrival
• Answer, screen, and forward incoming calls
• Receive, sort and distribute mail
• Assist all walk-in clients with payments and billing questions
• Coordinates all on-demand and renewal cert issuance
• Completes change request ordering from carrier
• Processes audits that are not premium bearing or do not have a large increase (send other audits to AM/Producer)
• Sends all policies to be checked by third party vendor
• Checks endorsements from carrier for accuracy
• Processes cancellations (DB non pay, LPR’s received from AM, and sending non renewals to AM/Producer)
• Handles escalating premium bearing change requests and audits to AM
• Completes MVR requests for underwriting only
• Orders loss runs when requested
• Performs other related duties and tasks as necessary or as assigned.

Requirements

• Applied Epic experience preferred. 
• Active Property and Casualty Insurance License.
• Must have a High School diploma or equivalent. College degree preferred.
• Minimum 1-3 years of insurance experience.
• Proficiency in Microsoft products.
• Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
• Good oral and written communication skills to articulate key information.
• Initiative and willingness to take on additional responsibilities.
• High emphasis on teamwork, collaboration, data analysis, and process innovation.
• Self-starter and work with direction and taking ownership of areas of responsibility.
• Detail-oriented.