Commercial Lines Account Manager
INSURICA · Fort Worth, TX · 3 days ago
FinanceFull-time
Essential Functions
- Accurately complete applications for new and renewal business
- Prepare proposals and complete applications in coordination with producers, submit applications to eligible and appropriate carriers, and, when requested, obtain client signatures on all applications
- Follow-up to ensure the timely receipt of quotations and policies
- Perform all necessary ratings sufficient for policy quotation and/or issuance on carrier websites or rating programs
- Calculate the premium if the company-rating program is available
- Prepare proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status when requested
- Maintain follow-up and suspense files on outstanding orders, correspondence, audits, reports, reporting form coverage, and follow up on overdue and suspense items
- Maintain expiration control log
- Request renewals, endorsements, and other needed data from the companies and insureds
- Initiate correspondence with companies and clients
- Initiate correspondence with companies and clients
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- Initiate correspondence with companies and clients
- Initiate correspondence with companies and clients
- Initiate correspondence with companies and clients
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