Careers
JOB DESCRIPTION
Servicing/Processing Account Manager 1 - Commercial Lines
NOTE: This position may be filled in Denver, Kansas City or Wichita
Role:
Actively participate in team consisting of Sales/Account Executives, Processing and Servicing Account Managers in coordinating and providing IMA services to our commercial clients of moderate to least complexity.
| Major Duties and Responsibilities (E) Essential or (N) Nonessential |
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| 35% | Responsible for account servicing needs, direct with client, during the policy year including binders, certificates, auto ID cards, filings, endorsements etc. Accountable for maintaining account files including Sagitta data base, core files and transactional files. Responsible for resolving coverage and premium discrepancy issues. | E | |
| 35% | Responsible for renewal process on designated existing accounts as follows: 1) Request loss runs from insurance carriers; 2) Prepare and/or update premium and loss summary on system; 3) Prepare account review according to standards set forth by the IMA Commercial workflow; 4) Prepare renewal submission; 5) Obtain renewal quote via in-house rating or negotiations with the company underwriter; 6) Prepare the proposal of final coverages for the client and 7) Follow up until coverage is accepted or declined. | E | |
| 20% | Responsible for processing all policies, endorsements, etc. including verifying and reconciling accuracy of premiums and commissions. | E | |
| 5% | Set up and maintain follow up for final audits on expired and/or non-renewed policies. Process audits and update exposure comparison. | E | |
| 5% | Actively support the team by participating in the completion of all duties required to complete a project and service an account. | E | |
| Expectations: | |||
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| Knowledge and Skills: | |||
| Experience: |
Six months to two years of similar or related experience. |
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| Education: |
Equivalent to a two-year college degree or completion of a specialized course of study at a business or trade school. |
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| Interpersonal Skills: | Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. | ||
| Other Skills: |
Prefer college graduate. Strong written and oral communications skills. Ability to interpret insurance documents. Math skill required involves familiarity with ratios, percentages, discounts and commissions. Requires strong common sense, ability to handle standard situations and handle and prioritize multiple tasks. Property and casualty license required for state of business. Must fulfill continuing education requirements to retain license. Strong computer proficiency. Willingness to complete additional duties and take on additional responsibility as the need arises. |
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This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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