Commercial Account Manager
Pro Staff is currently looking for a Commercial Account Manager for a great insurance company in Appleton, WI. Our Client and their local partners are dedicated to addressing the needs of businesses across the United States. In this role, you will assist in managing client's exposure to risk, including protecting client's assets by coordinating services for development, retention, and rounding of accounts. Job duties include, but are not limited to: Assist producers in servicing the needs of existing clients including the processing of renewals, endorsements, cancellations, audits and dividends, including any invoicing related to those items. Respond to any accounting criticisms. Prepare premium breakouts by entity/location as required by insured. Finalize Renewal Review document. Gather updated information on clients' operations and exposures as needed for the renewal process. Market renewal submission to insurance carriers to obtain the best insurance program and pricing based on the insured's needs. Obtain renewal quotations, compare to expiring coverage and prepare renewal proposal. Relay issuance instructions to carriers/brokers, prepare binders and invoices as needed; coordinate issuance of renewal certificates, EPI, and Auto ID cards. Review policy when received and request any necessary changes or corrections. Prepare insurance summary for delivery to client. Prepare surplus lines forms, if required, and forward documentation to individual coordinating. Continually maintain, verify, and update information in agency management and document management system. Review contracts for insurance requirements and Issue Certificates of Insurance accordingly. Obtain quotes for additional coverage/increased limits as required, and relay to insured for approval. Attend client meetings or make client service calls with producer at their request. Develop and maintain rapport with insurance company underwriters. Provide backup for other Account Managers during their absence and assist other team members to balance workloads when necessary. Perform other tasks or projects as needed/assigned. Job Requirements High school diploma or equivalent. Property & Casualty insurance license. Previous experience in a customer service related or Account Manager position. Good oral and written communication, organization and management skills. Self-motivated. Personal computer skills using Microsoft Office Suite. Physical ability to conduct local travel. Job Snapshot If you are interested please apply with your resume or call our office at 920-843-9130 for more information.
Pro Staff, an Atterro Human Capital Group company, offers short-term to long-term projects, temporary to contract-to-hire, or direct placements. With proven expertise in Administrative/Clerical and Light Industrial/Manufacturing backgrounds, Pro Staff matches the right people with the right career opportunities.
EQUAL OPPORTUNITY EMPLOYER
Atterro supports affirmative action and equal employment opportunity. Atterro will provide equal employment in employment practices to all associates and applicants for employment. Employment decisions shall be made without regard to any protected characteristic such as, but not limited to, race, color, religion, gender, age, disability, national origin, ancestry, gender identity, sexual orientation, marital status, status in regard to public assistance, disabled veterans, recently separated veterans, Armed Forces service medal veterans and other protected veterans, genetic information and other legally protected classes. Furthermore, Atterro is an E-Verify employer. Information provided on this application will not be used for any discriminatory purposes. Atterro complies with all applicable federal, state and local non-discrimination laws and regulations. Atterro will provide reasonable accommodations in the application or interviewing process. If you need a reasonable accommodation in the application or interviewing process, please contact us.
Click Here for EEO is the Law Federal Guidelines.