Interact with clients to address all servicing needs.
Processing of policies, endorsements, and audits.
Enter policy data into our client management system.
Order loss runs for re-marketing accounts.
Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage.
Keep your desk and files organized at all times.
Perform superior customer service at all times.
Properly utilize the management system to keep track of all pending items.
Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
Expedite certificates of insurance if CSR team is short staffed and client needs immediately.
Run MVRs and update driver lists when required.
Prepare renewal rating quotes, based on applications.
Process and issue binders.
Attend agency and department meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed).

Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required
Commercial insurance real estate experience highly preferred
Strong organizational skills
ability to prioritize and be proactive
Excellent verbal and written communication skills as well as strong interpersonal skills
Computer skills, specifically Microsoft Word, Outlook and Excel
Applied Systems / EPIC experience a plus
High School diploma required, Associate Degree or higher preferred
Minimum of 3 years of experience in Commercial Lines
Active Property and Casualty License required

Senior Account Manager – Real Estate, Hospitality

Key skills