Account Technician - Commercial Lines

About the role

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.

Responsibilities

• 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

Qualifications

• 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.

Essential Duties And Responsibilities

• 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

Requirements

• 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

Education and/or Experience

• 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

Skills

• Read and interpret insurance policy language
• Read and comprehend procedure manuals, as well as compose professional correspondence, memos, e-mail, and relative correspondence
• Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
• Deal with problems involving several variables in standardized situations

Benefits

N/A

Pay

N/A

Schedule

N/A