Insurance Commercial Lines CSR

A Leavitt Group affiliate is looking for a Commercial Lines Account Manager to work closely with the producers and commercial lines manager in providing ongoing support to the their commercial accounts. Must have at least 2 years working within an insurance agency.

Responsibilities are as follows:

Prepare the applications for the submission with underwriting information provided by the producer

Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and

On-going projects/tasks

Work with the service staff to meet timeline (deadlines)

Work with assigned Account Executive on marketing procedures with discussed selected markets

Follow up with Markets for quotations.

Create the proposal under the direction of the Account Executive

Create Proposal booklets

Check for any discrepancies b/w submission/quotation/proposal

Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive

Work with Producer to provide binders of insurance/Get client sign off

Certificate issuance

Check policies with Submission/quotation/proposal

Invoice

Check endorsements against Account Executive requests

Issue auto ID Cards

Must have strong computer software and in using Microsoft Office i.e. Excel, Word

Must have strong oral and written communication skills

Must have experience with carrier rating software

Must have a P&C license

Experience with the AMS 360 is highly preferred

The Leavitt Group offers a competitive base salary and an attractive benefits pacakge. Qualified candidates are encouraged to apply!