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CL Jr. Account Manager at Legacy Risk Solutions LLC

Gainesville, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Commercial Lines, Policy Information Verification, Account Information Verification, Billing Functions, Correspondence, Policy Changes, Audits, Cancellations, Reinstatements, Claims Reporting, Activity Log Maintenance, Suspense Log Maintenance, AMS360, Applied EPIC, Outlook

Industry

Insurance

Description

Description We are a full service independent insurance agency seeking an experienced customer service professional to support our Insurance Producers with the sales and service of Commercial Lines Accounts. This position requires you to be fully knowledgeable of the various aspects, coverage, and needs of each account. You will need to become familiar with all carrier rating programs and underwriting guidelines. You will need to assist Producers with the marketing and placement of both new and renewal business. Prompt and efficient customer service is vital in this role Responsibilities and Duties Some of the duties include but aren’t limited to: Maintaining and updating client data base Verify Policy Information Verify Account Information Some billing functions & correspondence with accounting Process policy changes & maintenance Review and process audits and audit disputes Review and process cancellations and reinstatements Report and update claims Consistent activity log Maintain current suspense log Proficient use of Agency Management System & Integrating software knowledge Excel spreadsheet creation and maintenance Requirements Proficient use of AMS360 or Applied EPIC preferred along with working knowledge of: Outlook Excel Word

Responsibilities

This role involves supporting Insurance Producers with the sales and service of Commercial Lines Accounts, requiring full knowledge of account aspects and coverages. Duties include maintaining client data, processing policy changes, handling billing correspondence, and assisting with marketing and placement of new and renewal business.