Note: The job is a remote job and is open to candidates in USA. The Liberty Company Insurance Brokers, LLC is redefining the insurance industry with its forward-thinking culture. They are seeking a Commercial Lines Account Manager focused on Real Estate clients to provide exceptional service and support to clients and producers while managing and expanding existing accounts.
Responsibilities
- Primarily responsible for large, middle-market real estate commercial lines accounts
- Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients
- Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals
- Prepare all change requests and review audits and policies for accuracy
- Setup and prepare new account files in AMS360 per agency procedures
- Invoice all agency bill transactions within 48 hours and collect premiums accordingly
- Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe
- Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies
- Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures
- Respond to all carrier memos and process any necessary updates
- Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders
- Review policies and related documents for accuracy and deliver policies to insureds as needed
- Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed
- Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate
- Keep producers fully informed of all important activities on their accounts
- Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner
- Service Company and clients in a manner to avoid potential exposure to E&O claims
- Alert management of incidents that may require management assistance or approval
- Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours
- Process client requests (e.g. ID cards, certs, binders) within 24 hours of request
- Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360
- Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations
- Prioritize workload and request assistance as necessary to reduce backlog
- Participate with management and other departments/personnel on special projects and other duties as needed
- Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars
- Participate in seminars and classes for skill and knowledge development
Skills
- High school diploma or equivalent is required
- California P&C License required
- Experience in real estate insurance
- Knowledge of AMS360 or Applied EPIC system or similar agency management system
- Good listening skills, attention to detail, and a positive attitude are essential
- Knowledge of commercial insurance and products
- College degree preferred
Benefits
- Competitive compensation
- A robust benefits package
- Paid time off
- Holiday pay
- Continued education support
- Company-sponsored programs to promote stress management and community involvement
Company Overview