GENERAL DESCRIPTION OF POSITION:
The Account Manager/CSR provides day-to-day support to our clients and administrative and technical support to the producer. The AE and Producer work as a team to ensure that the client received the very best technical and administrative service.

DUTIES AND RESPONSIBILITIES:

• Assist AE’s, Producers and policyholders with coverage changes, service requests, and questions regarding policies
• Provide technical support to the Producers for the benefit of clients and to reach strategic agency business objectives
• Approve endorsement and policy change requests requested by Account Coordinator.
• Review and assist in renewal application completion and marketing with insurance carriers. Determine appropriate carriers in conjunction with the Producer and the marketing department
• Follow up to ensure timely receipt of policies or quotations
• Prepare summaries of insurance, schedules, and proposals for policyholders and producers as needed
• Review and analyze policy checklist and coordinate any changes to correct errors and ensure changes are processed
• Correspond with companies, clients and others to communicate information, facilitate changes on behalf of clients, and to service accounts
• Prepare client invoices, arrange premium financing if necessary, and review any client statements prior to mailing
• Review accounts receivable to assist in collecting money owed to CB Insurance.
• Advise Producer of company or agency intent to non-renew. Document files to reduce potential for errors and omissions and assist Producer in re-marketing the non-renewed account if appropriate
• Keep abreast of industry information, new product information, coverage and technology in an effort to continuously improve knowledge and stay up to date
  

QUALIFICATIONS:

• High school diploma and college education or equivalent insurance education; i.e. CIC, CISR, etc.
• Property/ Casualty License Required
• Knowledge of insurance products and coverage
• Knowledge of rating procedures, coverage, and industry operations to effectively manage and maintain business
• Ability to carry out complex tasking with many concrete and abstract variables
• Demonstrate oral and written communication skills
• Ability to operate various computer programs
• Ability to add, subtract, multiply and divide whole numbers and do simple calculations involving decimals and fractions with accuracy
  
• Ability to understand basic accounting functions to assist with accounts receivable for individual clients
• Ability to process written materials visually
• Work is sedentary