P&C ACCOUNT MANAGER

SUMMARY:

We are seeking a P&C Account Manager who will have the ability to contact a client, gather information, determine coverage’s needed for the individual client, market, place, and sell the account. Knowledge of financial statements along with the ability to prioritize and delegate work flow issues for the most efficient use of time and resources is required for success.

DUTIES AND RESPONSIBILITIES:

• Advise clients on coverage issues.
• Decide the best market with which to place an account and which markets to approach
• Check all incoming policies, audits, and endorsements for accuracy.
• Input the data on the system.
• Bill policies, audits, and endorsements.
• Write to company for corrections to policies, endorsements, audits.
• Enter and update applications to be submitted to company for marketing.
• Follow up with companies in marketing process to obtain quotations.
• Take customer calls for certificates of insurance and changes (car changes, ID cards, etc.)
• Write to company for changes, issue certificates, ID cards, and send out to customer.
• Issue binders.
• Issue cancellation requests.
• Check expiration lists to be sure everything is bound or renewed on time.
• Research and explain accounting differences.
• Do rating if needed.
• Check follow-up items and second request outstanding items.

OTHER SKILLS AND/OR ABILITIES:

• Customer service experience.
• Speed and accuracy in all areas.
• Detail-oriented.
• Knowledge of Microsoft Office products.
• Excellent verbal and written communication skills.
• Organized

EDUCATION AND/OR EXPERIENCE:

• High School Diploma or General Education Degree (GED)
• Property & Casualty license required
• 3-5 years P&C commercial insurance experience preferred
• CIC / CISR designation preferred or ability to complete course for designation 

PHYSICAL DEMANDS:

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.

While performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications and close vision computer use.  The employee may need to lift and/or move up to fifteen (15) pounds.  

HIPAA SECURITY STATEMENT:

This position may require access to private health information (PHI) and/or electronic private health information (EPHI) for Loomis Company clients. The minimum necessary access will be granted based on the employee’s responsibilities. To perform their job requirements, certain employees may also be granted access to PHI and EPHI of Loomis Company employees.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, while maintaining regular attendance that is acceptable to company standards. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions