Commercial Lines Account Technician

Responsibilities

• Becoming proficient with AMS 360.
• Processing and maintaining expiration lists.
• Preparing and updating submission applications in AMS.
• Setting up submission files in the marketing folder.
• Ordering loss runs and MVRs.
• Creating and updating supplemental applications.
• Learning carrier preferences and reviewing applications for adequate insurance.
• Submitting applications to assigned carriers and rating applications online.
• Creating proposals and generating routine correspondence.
• Managing and maintaining AMS suspense and carrier files.
• Maintaining loss run carrier database.
• Meeting with agents as needed and processing invoices.
• Checking policies for accuracy and compliance with requested coverage.
• Reviewing policies for gaps in coverage exclusions.
• Preparing policies for delivery to clients and processing change requests.
• Reviewing and processing endorsements.
• Issuing certificates of insurance and assisting with premium collection.
• Aiding in other areas as needed within the team and throughout the office.

Requirements

• An Associate degree, prior insurance experience, or 1+ years of general office experience.
• Proficiency with Outlook and Word computer programs and a working knowledge of Excel.
• Typing speed of at least 35 words per minute.
• Participation in seminars/classes for knowledge, skill development, and continuing education.
• Ability to read and interpret insurance policies and procedure manuals.
• Effective presentation skills in one-on-one or small group settings.
• Common sense understanding to carry out instructions in various forms.
• Problem-solving ability in standardized situations.
• An active Property and Casualty Insurance License must be obtained within 4 months from the date of hire.

Additional Information

Salary: $22 - $25 per hour
Work Hours: 8:00 AM - 5:00 PM, Monday to Friday
Location: Onsite in California