[Close] 

Associate Client Manager - Commercial Lines

Anaheim, CA 4.0 3 hours ago Full-time Education Bachelor's Degree SUMMARY Provide technical support for the Account Executive/Account Manager and Producer in processing all lines of Commercial Insurance in accordance with the objectives and procedures outlined by the Commercial Lines Procedure Manual. ESSENTIAL DUTIES AND RESPONSIBILITIES Other duties may be assigned. May be assigned specific accounts. Process and. suspense cancellations, audits, and endorsement requests. Responsible for accuracy of work delegated to Assistant Account Manager. Supervise and if necessary, issue Certificates of Insurance. Maintain and be responsible for their Expiration Log. Market renewal policies or assist Account Executive/Account Manager with marketing. Provide Producer with renewal proposals, provide summaries and client check lists for presentation to clients on accounts assigned to them. Check policies, endorsements and audits for accuracy and relevance. Handle or refer insureds? and underwriters? questions or requests. Invoice policies, audits, endorsements, cancellations and other appropriate transactions. Assist Accounting Department and Client in the reconciliation of client accounts. Perform other specific duties as requested from time to time. Pursue a program for personal and professional development. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training. Bachelor's degree preferred. Designations, Licenses Must hold required insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses. SUMMARY Provide technical support for the Account Executive/Account Manager and Producer in processing all lines of Commercial Insurance in accordance with the objectives and procedures outlined by the Commercial Lines Procedure Manual. ESSENTIAL DUTIES AND RESPONSIBILITIES Other duties may be assigned. May be assigned specific accounts. Process and. suspense cancellations, audits, and endorsement requests. Responsible for accuracy of work delegated to Assistant Account Manager. Supervise and if necessary, issue Certificates of Insurance. Maintain and be responsible for their Expiration Log. Market renewal policies or assist Account Executive/Account Manager with marketing. Provide Producer with renewal proposals, provide summaries and client check lists for presentation to clients on accounts assigned to them. Check policies, endorsements and audits for accuracy and relevance. Handle or refer insureds? and underwriters? questions or requests. Invoice policies, audits, endorsements, cancellations and other appropriate transactions. Assist Accounting Department and Client in the reconciliation of client accounts. Perform other specific duties as requested from time to time. Pursue a program for personal and professional development. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training. Bachelor's degree preferred. Designations, Licenses Must hold required insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.