Assist Account Managers and Associate Account Managers Provide courteous and prompt customer service to clients as assigned and requested. Maintain a familiarity of all aspects and services of CLG Insurance Provide clients and prospective clients with an overview on the services of CLG.
Support Account Managers/Associate Account Managers in all functions as directed by the Account Managers and approved by the management team. Assist with completing requests for Certificates of Insurance and Evidences of Property, completing the requests in office when a rush request is received. Complete Policy Changes using the agency management system and carrier websites when applicable Prepare documents and other correspondence as requested by delegating authorities Issue Auto ID Cards, binders, and other relevant proofs of insurance Work with the client and carrier to review/identify and resolve billing/invoicing questions and problems. Notify the Account Manager as needed Send request for loss runs and complete loss summaries Complete pre-renewal packets per template and submit to Account Manager for review Complete proposals per template and submit to Account Manager for review Complete and update applications when required Review Policy Checking reports and notify Account Managers/Associate Account Managers of any discrepancies. Review audits for accuracy and complete audit summaries Invoice all premium-bearing endorsements Communicate with underwriters and other insurance carrier personnel on all issues related to clients and prospects, referring to the Associate Account Manager/Account Manager and/or Producer only when necessary Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the Associate Account Manager/Account Manager and/or Producer only when necessary. Maintain activities system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items, referring to the Associate Account Manager/Account Manager and/or Producer only when necessary Maintain Agency Management and shared drive files in an orderly, up-to-date manner. Develop an excellent knowledge of all partner carrier and vendor websites and their functions Be familiar with and follow agency E&O and Workflow and Procedure guidelines. Perform projects at management’s request. Provide back up for office administration tasks and reception Provide training to co-workers when required Immediately report all malfunctions of systems software to the systems manager.
An effective communicator with outstanding verbal and written communication skills and can present themselves well Ability to build positive working relationships both internally (at all levels within the organization) and externally.A good listener, approachable and a team player High School diploma is required, Bachelor’s Degree preferred. Must be a self-starter, imaginative and creative Intermediate knowledge of Windows, Word, Excel, PowerPoint and Outlook Excellent typing/keyboarding skills
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate stress due to regular deadlines and employee conflict resolution; high finger dexterity while typing documents and forms; occasionally lift up to 20 lbs.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is done in a temperature-controlled, non-smoking office. Work stations are cubicles with moderately high sides. The noise level in the work environment is usually moderate. There may be some travel associated with this position.
WORKING HOURS: 36.25 HOURS PER WEEK UNLESS OTHERWISE APPROVED BY MANAGEMENT.