Commercial Lines Resume Samples
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Commercial Lines Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the commercial lines job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
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NT
N Trantow
Narciso
Trantow
23569 Kay Spur
Boston
MA
+1 (555) 868 5258
23569 Kay Spur
Boston
MA
Phone
p
+1 (555) 868 5258
Experience
Experience
Chicago, IL
Commercial Lines Account Assistant
Chicago, IL
Cronin LLC
Chicago, IL
Commercial Lines Account Assistant
- Following up with clients on completing essential paperwork (applications, warranties, financing quotes, BI Worksheets)
- Assisting the Account Manager with Marketing & Promotion initiatives
- Assisting the Account Associate With Pre-Renewal Paperwork to existing clients 90 Days in Advance
- Assisting the Account Associate with completion of Binders of Insurance, Invoicing
- Print and distribute renewal list to Account Manager and Account Associate at least 90 days before renewal
- Attend monthly commercial lines meetings and account manager meetings
- Assist clients with Certificate Exchange
Chicago, IL
Commercial Lines CSR
Chicago, IL
Hoeger Group
Chicago, IL
Commercial Lines CSR
- Audits – including checking rates, ordering worksheets and invoicing
- Checking Policies and completing Policy Checklist (request for changes/corrections if AM does not have to review)
- Back up Account Manager
- Issue auto ID cards
- Cancellations – LPR, processing actual cancellation, invoicing and sending to client (unless AM advises otherwise)
- Process Endorsements, including invoicing and sending to client (unless AM advises otherwise)
- Reconciling Fleet, Drivers and Certificate Holders schedules
present
New York, NY
Commercial Lines Account Executive
New York, NY
Collier, Blick and Beahan
present
New York, NY
Commercial Lines Account Executive
present
- Perform database management and input to department standards
- Manage underwriting and carrier relationships to the benefit of your clientele
- Pursue professional development opportunities
- Develop new and expanded business opportunities
- Manage and hold periodic client meetings such as a Stewardship or Pre-Renewal meeting
- Communicate with other department members and other departments in order to provide continuity, uniform procedures and agency-wide communication and morale
- Performs other related duties as requested
Education
Education
Bachelor’s Degree in Self
Bachelor’s Degree in Self
The University of Alabama
Bachelor’s Degree in Self
Skills
Skills
- Print and distribute accounts receivable reports
- Printing and distributing accounts receivable reports
- Maintaining and updating Summary of Insurance (update as policy changes occur and at renewal)
- Inputting data into computerized database (uploading documentation to WINTAM) and setting up electronic client and prospect screens in EPIC
- Maintaining effective abeyance system
- Maintaining filing system and set up of client files
- Print and distribute renewal list to Account Manager and Account Associate at least 90 days before renewal
- Execution of insurance certificates, auto liability slips, binders, statement of values, proposals, and processing of client documents (endorsements and policies)
- Assist clients with Certificate Exchange
- Update claims history on summaries
15 Commercial Lines resume templates
Read our complete resume writing guides
1
Commercial Lines Rating Specialist Resume Examples & Samples
- 2 -3 years of rating and/or insurance experience
- Must demonstrate a basic knowledge of property and casualty insurance coverages and rating knowledge
- Must possess excellent verbal and written communication skills as well as proficiency with Microsoft Word and Excel
- Prior experience with automated rating systems preferred. Exceptional organizational skills, math skills, attention to detail and accuracy a must. Must be flexible and able to multi-task
2
Commercial Lines Assistant Resume Examples & Samples
- Build and maintain relationships with existing Commercial Lines clients
- Assist in the process of managing accounts in accordance with agency standards and workflows
- Prepare Auto ID cards, Certificates of Insurance and other daily service needs as assigned
- Assist with maintaining client files on agency management system and support all key servicing aspects of account; including renewals, endorsements, certificates, cancellations and audits
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
3
Commercial Lines Rating Specialist Resume Examples & Samples
- 2-3 years of rating and/or insurance experience
- Must demonstrate a basic knowledge of property and casualty insurance coverages and rating knowledge. Must possess excellent verbal and written communication skills as well as proficiency with Microsoft Word and Excel
- Prior experience with automated rating systems preferred
- Exceptional organizational skills, math skills, attention to detail and accuracy a must. Must be flexible and able to multi-task
4
Commercial Lines Marketer Resume Examples & Samples
- Directs marketing process including concern for timeliness & completion, preliminary account consultation with Business Insurance Consultants, appraising them of marketing developments and alternatives, leading account strategy sessions, “In person” marketing of new business and renewal accounts, developing/building and maintaining relationships with underwriters, marketing, and management personal
- Builds and maintains an excellent professional relationship with clients by working as an advocate for clients with insurance carriers, third-party administrators and other professional resources, analyzing options and executing decisions made by clients or Business Insurance Consultants. Conducts offline or online research in conjunction with team members to resolve complex client problems, questions and issues to retain clients
- Anticipates the needs of the customer such as additional lines of coverage, and take steps to meet these needs for example; discussing potential coverage gaps and opportunities to provide additional services like claims and loss control services
- Works with other Marketing Executives to improve processes and procedures and acts as a backup to others to ensure clients’ needs are met. Maintains awareness of industry markets, underwriting requirements, target “niches”, and products, and analyzes industry trends to exploit opportunities to increase written business in certain industry and carrier segments
- Responsible for the retention of our clients by ensuring our account managers are delivering exceptional customer service and building positive relationships with our clients and carriers
- Develops business volume and monitors losses with carrier in order to calculate profit sharing bonus potential with assigned carriers. Develops and monitors assigned carrier commitment and production progress during the year. Develops alternative strategies with carrier personnel and internal staff to improve production results
- 3-6 years-minimum agency experience in working directly with commercial lines clients and coverage terms and conditions, with good understanding of underwriting and submission processes
- 6-8 years-minimum agency experience in working directly with commercial lines clients and coverage terms and conditions, with an excellent understanding of underwriting and submission processes
5
Commercial Lines Placement Analyst Resume Examples & Samples
- Expert level of knowledge and understanding of programs, products and processes to explain features, advantages and disadvantages of various policies and coverage should the agent choose to request this information and assistance from the Placement team
- Manages telephone/web relationships with assigned ELITE agents. Assists CL Manager in identifying agents with high potential for CL business results
- Meets daily performance standards, communicating with agents via phone, email and live chat
- Through daily interactions, trains and supports the agent on optimizing the automation platform
- Assigned special projects from CL Manager
- Works on specialty programs as needed
- Consultative sale skills, demonstrated ability to influence and persuade clients/agents to close a sale
- Results driven- demonstrated accountability for new business written premium targets
- Negotiating and influencing - ability to impact the decision of others
6
Commercial Lines Placement Analyst Resume Examples & Samples
- Reviews, analyzes, and prepares quote proposals within the parameters of the standards set and within the agreed upon service level agreements and state regulations
- Effectively communicates additional information needs within carrier eligibility guidelines
- Advances relationships with National Advisory Board agents by responding to inquiries that agents make through their NAB representatives
- Responsible for providing assistance and support for policy inquiries made from agents
- Instructions are clear and within the guidelines adopted by organization
- Answers complex inquiries and complaints regarding interpretation of policy, coverage, rules, and regulations
- Assists team members to understand and apply basic process, procedures, and guidelines
- Identifies potential unprofitable and/or problem risks/accounts and agents
- Consults with agents regarding features, advantages and disadvantages of policies and coverages
- Uses independent judgment to evaluate risk eligibility against carrier appetite guidelines to determine best market placement
- Educates agent on various commercial aspects of writing business, including but not limited to classes, policies features
- Manages relationships with assigned ELITE agents. Assists CL Manager in identifying agents with high potential for CL business results
- 5+ years of underwriting, agency or placement experience
- Knowledge of P&C carrier underwriting and rating systems
- Knowledge of insurance industry rules, regulations and legal requirements
- Consultative sale skills, demonstrated ability to influence, teach and persuade agents to close a sale
- Relationship management - Negotiating and influencing – ability to impact the decision of others
- College degree or equivalent combination of education and experience
7
Commercial Lines State Manager Resume Examples & Samples
- Responsible for end-to-end development and deployment of Risk Management, Pricing, Filing, and Product strategies using fact based decisions based upon a knowledge of the market, which includes competitors, regulatory and legal environment, claims handling trends, and distribution channel / agent relationships
- Immediate responsibility related to the above will involve the development of viable approaches to the successful growth and profit of the Commercial business
- Analyze statistical, non-statistical, legal, and regulatory information to evaluate risk of potential market segments
- Monitor the overall profitability including growth and retention of products to ensure consistency with product strategies, goals, and priorities
- Monitor and analyze flow, loss, exposure, underwriting and premium trends for all commercial lines of business to make corrective actions to improve growth and profitability
- Build and leverage strong relationships with internal partners including Line Managers, Commercial Business Consultants, Underwriting, Marketing, IT, Compliance and Claims to form consensus on and move to needed actions
- Point person and subject matter expert for all Commercial lines, supporting the MOCs and their agency force
- Fill in for State Manager as situations dictate
- 5+ years of related experience
- Strong business acumen, with a strong interest in external Industry environment and trends and ability to apply those to make informed decisions on rates, pricing and underwriting
- Strong qualitative and quantitative skills to support the application of sophisticated products, with multi-variate rating plan components
- Thinks critically, and actively shares opinions, even when contrary to conventional thought
- Detailed understanding of the business and rating plans
- Ability to dissect and manage data at a cellular level to optimize risk selection, market segmentation and competitive position
- Strong knowledge of competitor market conditions and ability to react accordingly
- Ability to articulate financial results and impact of strategy to senior management
- Basic project management skills
- Strong influencing skills, ability to work collaboratively and influence organizational thinking
- Strong presentation skills with the ability to communicate clearly to a wide variety of audiences
- Intermediate Skills using Microsoft Office Suite (Word, Excel, Access, PowerPoint)
8
Commercial Lines Senior Associate Resume Examples & Samples
- Responsible for providing exceptional day-to-day routine consultation, service and support to agents via phone and email
- May review policies, process binder, and upload with carrier for binder completion
- Responsible for promotion of products and services through daily interactions with agents via phone and email
- Increases retention by speaking with agents, highlighting the features and benefits of Northeast products vs. the competition
- Meets daily performance standards
- College degree or equivalent experience
- Prior experience in customer service, insurance, agency or brokerage preferred
- Demonstrate a reasonable level of understanding of the insurance markets and the service available at the carrier level
- Internet proficiency
9
Commercial Lines Account Executive Resume Examples & Samples
- Handle all customer relations and support services for assigned accounts. Work with producers/marketing in order to enhance client development, service, quality and sales of these clients
- Independently identifies and analyzes client exposures to recommend and/or design risk transfer/appropriate insurance coverage and carrier. Develops a competitive insurance program that provides various alternatives for client consideration
- Compiles, organizes, reviews and maintains all client information necessary to process new, renewal, cancellation and endorsements
- Negotiates favorable quotes with appropriate insurance carriers for client recommendations
- Binds commercial lines coverage for clients within authority granted by the specific insurance company
- Works policy expiration lists prior to renewal for customer contact and improved retention. Prepares policy renewal inquiries and recommends coverage enhancements as appropriate
- Processes client requests and solicits improved or additional coverage on behalf of the agency or individual producer. Uses personal sales techniques to promote and close policy transactions
- Maintains a current level of knowledge on rates, forms, and coverage changes through bulletins and circulars, and maintains required commercial lines manuals and rating systems
- Perform database management and input to department standards
- Communicate with other department members and other departments in order to provide continuity, uniform procedures and agency-wide communication and morale
- Performs other related duties as requested
- Bachelor's degree from four-year college or university; or equivalent, and more than 7 years sales, marketing, or relationship management experience
- Possesses an in-depth knowledge of the insurance brokerage business and the assigned clients’ needs
- Professional designations (or pursuit of), including CPCU, CIC, or ARM are required
- Ability to read, analyze, and interpret documents such as financial reports, legal document and procedure manuals. Ability to respond to complex inquires or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to clients, top management, public groups, and/or boards of directors
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
- Licensed agent status for the State of Massachusetts and all other states where Eastern Insurance conducts business as required. Maintains current Property and Casualty License, including, but not limited to, CEU's
- Personal computer knowledge and experience such as MS Word, Excel, Outlook, etc. is required. Prior experience with AMS 360 is preferred
- Knowledge of insurance applications and Registry of Motor Vehicles procedures is preferred
- Proven ability to cultivate relationships with clients. Demonstrates effective negotiation and closing techniques
- Strong analysis and judgment skills
10
Commercial Lines Resume Examples & Samples
- Maintenance of existing Commercial Lines quoting systems/tools, both front and back end, using Microsoft Access and Excel, SQL Management Studio, Transact-SQL code, Stored Procedures, Functions, Views, Tables, Logins/ Users and Active Directory Groups
- Testing and Implementation of improvements and fixes to the existing Commercial Lines quoting systems in line with the above point
- Act as a point of contact for users of the Quote Tools, supporting them to help resolve issues and errors, translating some of these into future fixes and development of the tools
- Engaging in technical discussion with external suppliers as well as internal stakeholders to ensure current and future business needs are met
- Provide on-site, outside of normal working hours support as required for IT Releases or other business initiatives
- Providing access to DLG’s external datasets to all relevant parts of the business in a format appropriate to the user
- Engaging with IT and the BICC to ensure the Commercial data strategy is supported
- Interact effectively with peers in other areas of DLG to improve knowledge share and understand impacts of your work across the wider business. Ensure learnings are effectively communicated across the team
- A competitive salary, benchmarked against our competitors, which will grow as you do
11
Senior Commercial Lines Technician Resume Examples & Samples
- College education desirable or three years of equivalent work experience
- Knowledge of insurance products and usages or commitment to complete educational requirements including Pictorial, IIA, CISR, or CPCU courses
- Property Casualty licensed or commitment to complete within six months
- Ability to utilize computer and understand functionality. Consistently increasing knowledge of available technology and amending work patterns to maximize efficiency
- High degree of self-discipline and motivation
- Ability to learn skills of persuasion and negotiation
- Satisfactory completion of agency testing requirements
- Verify and bill policies, endorsements and audits according to written procedure, facilitating corrections when necessary
- Follow up with insurance carriers for open items such as policies, endorsements and audits
- Input policy and renewal changes on carrier automated systems
- Maintains and updates electronic files making every attempt to utilize the system to its' fullest potential
- Processes incoming mail, requests and phone calls, responding promptly and appropriately
- Develop knowledge of carrier websites, rating procedures, and market reservation practices
- Assist Client Account Managers in the issuance of standard computer issued certificates of insurance, manually typed certificates (Ex. County of Erie, NYSDOT etc.) and certificates returned by mail
- Verify suspension/reinstatements from DMV
- Deliver documents via electronic\mail according to written procedures
- Request loss information from carrier or carrier website
- Retrieve policies, endorsements and audits thru carrier website where applicable
- Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible
- Assist management in training, education, reports and procedures of commercial lines team
- Be a champion of the KeyBank culture and client experience
12
Commercial Lines Client Account Manager Resume Examples & Samples
- Knowledge of insurance products and usages and commitment to complete educational requirements including Pictorial, IIA, CISR, or CPCU courses
- Property Casualty licensed required within six months of hire date
- Knowledge of insurance markets, rating procedures, coverage's, and industry operations to effectively manage, maintain, and write assigned client and prospect
- Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions
- Understanding of special coverage's and service needs of assigned clients that require specialized knowledge for contract review, specification review, specialized coverage's etc. (for example contractors-including but not limited to OCP's, Railroad Protective Liability policies, NYS Department of Transportation requirements, Builders' Risk and Installation coverage's and project insurance specification review and analysis)
- Must maintain a valid driver's license, or have transportation available when needed to be able to leave for calls, meetings and/or visits
- Assume overall responsibility of client relationship, account retention and developing comprehensive risk management solutions
- Work independently to inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs
- Gather renewal data and additional coverage information according to timeline set forth in procedures. Work with Sales Team to create timely renewal strategy
- Negotiates renewals and new line of coverage's with appropriate insurance carriers understanding the underwriting requirements for each carrier being approached
- Assists in design of, or independently designs, insurance programs for clients. Meet and present such designs and recommendations to other account team members and/or clients
- Visit clients independently, or in conjunction with other account team members, as needed to maintain knowledge of the client's operations, and establish a working relationship
- Prepares and deliver coverage analysis (proposal) for client presentations
- Overall coordination of service agreements (Stewardship and Service Plans) meeting agreed upon deadlines
- Keeps abreast of both insurance and client industry changes, communicate changes to client and team members
- Educate and onboard client online resources
- Refers current and prospective clients to appropriate divisions
- Promote the Key culture & client experience
13
Commercial Lines Account Representative Resume Examples & Samples
- Responsible for overall client satisfaction and client retention through incoming client service requests and carrier notifications
- Collects underwriting information from external clients as necessary to obtain insurance quotes from current and alternate carriers
- Works as a liaison between policy holder, National Account representative, IA, or CPA and the Insurance Carrier to ensure the highest level of customer service is provided
- Responsible for meeting basic service level expectations including response time and quality standards
- Develops and maintains functional knowledge of industry trends, product offerings, and legislative and compliance changes
- Assesses the clients insurance needs to refer appropriate commercial insurance products to Sales partners according to set expectations
- Develops and maintains functional knowledge of payroll products, reporting, and billing activities
- Responsible for meeting client retention goals in support of Agency financial goals
14
Commercial Lines Regional Sales Manager Resume Examples & Samples
- Develop a deep understanding of the overall territory, our National Account partners and Commercial Lines opportunities
- Formulate and leverage relationships and resources to build market share
- Provide strategic and operational support to the territory sales team to identify and uncover new business development opportunities
- Utilize various financial tools/metrics to monitor overall territory CL sales plan results
- Formulate and execute upon an education strategy that improves the design, development, delivery and effectiveness of learning events for agents aspiring to grow their Commercial book of business with MetLife
- Conduct product, technology and sales seminars for agents and employees
- Commercial Lines product experience/knowledge
15
Client Representative, Commercial Lines Resume Examples & Samples
- Works directly with the Client Executive, ACE, Client Manager, Placement Specialist or Broker to provide our clients with the best possible service
- Gathers information on exposures and operations to support preparation of submission and coverage specifications as needed
- Develops an understanding of the clients’ business priorities and risk management needs
- Utilizes knowledge of industry, markets & clients in assisting in preparing underwriting specifications
- Supports team in producing client proposals and presentations
- Provides quality day-to-day service on client deliverables
- Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues
- Provides necessary information to operations to create account information in databases and updates information as needed
- Supports Client Manager and MRC in the Claims Process
- Tracks and close for monies due until received from clients
- Key liaison/role for process and activities supported by Centralized Services, e.g. CIU, Certificates of Insurance, Auto ID cards and, Surplus Lines filings, including the utilization of MCD and other related tools, systems and templates
- Communicates with International network on administration of global programs as needed
- Understands and complies with Marsh Compliance and Transparency Standards
- Manages the invoicing process by preparing premium spreadsheets, responding to carrier and internal requests, and working with Accounting to process credits and allocations
- High School diploma
- Two years related experience
- Demonstrated ability to handle multiple responsibilities and projects with a high degree of detail and organization
- Strong oral and written communication skills and the ability to work with all levels of staff
16
Commercial Lines Sales Specialist Resume Examples & Samples
- Minimum of 6 months of prior experience in insurance sales required
- A valid insurance license for assigned State(s) is required
- Must be proficient in Spanish and English
- Above average communication skills in order to represent the company in a professional manner and communicate effectively with potential customers
- Experience with and the ability to use a PC to perform daily duties required
- Previous experience with Excel, Word and web based systems preferred
- Must be a disciplined self-starter with the ability to meet productivity goals, detail oriented and accurate and have the ability to work independently following strict procedural guidelines
- Work schedule may fluctuate based on business need and will include evening and weekend hours
17
Commercial Lines Service Agent Resume Examples & Samples
- Answers telephone, email and fax inquiries from Commercial lines policy owners and Agents. Interprets and explains policy coverage; counsels, educates and provides accurate insurance advice through researching and resolving problems
- Handles incoming calls from customers and Agents regarding moderate to complex billing questions (i.e. misapplied funds, billing breakdowns, etc.), coverage questions, policy change requests and Certificates of Insurance. Enters information into multiple rating and policy issuance systems
- Initiates calls to customers for the purpose of retaining their business, offering optional limits and deductibles and gathering information to properly assess the insurance exposures and risks. May include assignment of specific policies or accounts
- Generates new business development through account rounding opportunities within underwriting appetitive and guidelines
- Underwrites risk (selection and rejection within authority level) of policy changes and each time there is communication with the customer. Under moderate supervision and working within specific limits of authority, obtains information about the customers operations throughout the policy term
- Be able to make outbound calls to current customers to review current coverages, upsell additional coverages and limits and obtain leads for cross-sell opportunities
- Identifies opportunities for modified/additional insurance coverage and presents the opportunity to the customer
- College degree preferred but not required
- P&C Agent’s license (must be acquired within 90 days of hire). Completion of annual continuing education requirements to maintain license is required
- Knowledge of commercial lines coverage forms, product, rate filings, pricing tools and underwriting criteria. Knowledge of state laws, rules and regulations in assigned territory
- Proficient in operating and interpreting proprietary software programs. Possesses the knowledge to access all applicable on-line resources
- Demonstrated strong written and oral communication skills including active listening skills with an ability to tailor the content to the specific audience
- Preferred understanding branch/regional office and Service Center practices, policies and workflows
- Demonstrated professional telephone etiquette
- Demonstrated ability to work well within a team environment
18
Commercial Lines Marketing Executive Resume Examples & Samples
- Market new and renewal accounts for producers assigned to the unit, obtaining the best coverage and prices
- Maintain complete awareness and understanding of company underwriting practices, programs, plans and market direction including knowledge of binding authority/limitations
- Review early warning list and prospect list with producer each month to discuss account to be marketed and formulate marketing strategies in accordance with Commercial Lines Department early warning/prospect list procedures
- Attend company sponsored meetings/seminars and education activities in order to maintain product knowledge
- Checking of incoming policies and endorsements for accuracy before processing
- Ordering of new business and renewals upon being awarded the account
- Must have working knowledge of commercial lines coverages and rating procedures
- Must have experience placing large, complex risk accounts
- Good oral and written communication skills
- Minimum 7 years experience in insurance marketing position or producer position
- Certification/Licensing: For the State in which you are employed, the appropriate Property and Casualty agent license is required or must be obtained within 90 days of hire
19
Commercial Lines Pricing Consultant Resume Examples & Samples
- Optimising their commercial lines pricing strategies and approaches
- Delivering best in class pricing and underwriting capability reviews
- Helping to build effective commercial lines pricing models, tools and processes
- Designing sophisticated MI and portfolio management capabilities
- Leveraging your market knowledge in developing cutting edge solutions for commercial lines pricing in collaboration with various teams from across Willis Towers Watson
- Bringing innovative data enrichment ideas to harness pricing insights and providing support with their implementation
20
Commercial Lines Credit Controller Resume Examples & Samples
- Previous experience in a customer focused environment
- Strong oral and written communication
- Good negotiator and influencer
- Empathetic but assertive manner
- Demonstrable experience of working within a structured process
- Track record of achieving targets within deadlines
- Good IT Skills (MS Word, Excel and Outlook)
- Ability to work well as part of a team
- Self-motivator - ability to plan and organise own workloads
- Previous experience in a collections or underwriting position
- Previous experience in the insurance or financial services industry
- Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive and Consumer Credit Act
- Educated to GCSE standard (5 x A-C) or equivalent (Maths and English)
- Agencies who contact the hiring manager directly regarding this role will be removed from the PSL or banned from it moving forward*
21
Commercial Lines Service Center Account Specialist Resume Examples & Samples
- Must pass/secure State Property & Casualty Agent License within 45 days, no more than 2 attempts are permitted
- Assist policyholders and agency staff with policy changes, renewal instructions, drivers lists, certificates of insurance, cancellations, reinstatements, first loss reports, billing/claims/policy inquires, replacement auto ID cards, coverage questions, etc. both over the phone and through written correspondence
- Enter accurate information into the various computer systems from policy holder phone calls and written correspondence
- Review policy change requests, renewal instructions, MVR’s, Experience Mods, loss experience, loss control reports and product brochures for risk acceptability. May consult management, other underwriters, websites and Best Underwriting Guide. Ask underwriting questions when a policyholder requests a policy change – midterm and renewal. Select critical information needed
- Review policy change requests and renewals for limits and coverages requested. Work with marketing department to monitor production and loss ratio for each agency and continue to grow the book of business. Review daily claims sheet. Ensure risk is properly classified. Use underwriter credit/debit, experience rating and judgment rates when necessary. Place risk in proper program. Review renewals
22
Commercial Lines Claims Coordinator Resume Examples & Samples
- Provide exceptional customer service to our clients or claimants for multiple lines of business
- Expedite the claims process and provide detailed claim notes on all calls
- Resolve issues direct calls to appropriate escalation paths as needed
- Take new loss reports from clients and/or direct clients to the appropriate carrier for self-call in (glass claims and workers compensation) claims
- Transmit information/documents to insurance carriers and clients in a timely manner
- Obtain claim number and adjuster information and provide to insureds
- Document claim files and maintain control of work through diary system keeping accurate records of customer/carrier interactions
- Keep producers abreast of any large loss claims
- Update payments and reserve numbers as necessary
- Handle incoming calls from insureds, claimants and carriers regarding questions and/or problems associated with claims
- Manage incoming claim mail
- Research coverage and coordinate coverage discussions with producers and carriers
- Mentor/Work closely with the Commercial Lines Claims Associate
- Other duties as required by management
- Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
- Active Property & Casualty License
- Five Years’ prior agency experience as an Account Manager, Client Services Representative, or Claims (individual or combined experience)
- Working knowledge/proficiency with carrier websites
- Prior experience filing claims, maintaining diary system, and managing mail
- Ability to work in the Hampton Roads, VA area
23
Commercial Lines Account Executive Resume Examples & Samples
- Builds, expands and solidifies relationships with existing clients and leads appropriate resources to address the client’s risk/capital management needs
- Develops a thorough understanding of clients’ business strategic priorities, and appetite for risk
- Identifies client needs and develops custom solutions
- Establishes credibility (knowledge/trust) both externally as well as internally
- Demonstrates technical competency and creates innovative solutions
- Communicates and captures the value that KIB brings to client
- Secures existing business and drives the sale of additional service and coverages
- Visits clients independently and leads Client discussions
- Develops and analyzes program and coverage options across lines of business. Presents new business or renewal proposals to client, in conjunction with team members when needed
- Prepares and negotiates fees ensuring account profitability in a value based approach for the scope of service and costs associated with the client service agreement
- Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets
- Prepares account summaries, as required
- Coordinates loss analysis and loss control activities in conjunction with claims and loss control specialists
- Delivers documents to insured’s as needed
- Participates in seminars and classes for skill and knowledge development. Maintains appropriate state licensing
- Keeps producers fully informed of all important activities on their accounts
- Services commercial lines accounts according to the KIB “Customer Experience” format
- Manages stewardship/service agreements ensuring services are provided and deadlines are met
- Assumes other job responsibilities as assigned by producer or department manager
- Must adhere to pertinent laws, regulations, KeyBank’s Compliance Policy and external compliance requirements
- 7+ years experience working with commercial clients primarily with commission/fee income of $20,000 or greater
- Professional designation is a plus
- Excellent negotiation, persuasion and sales skills
- Excellent relationship and technical skills
- Strong knowledge of computer systems, Microsoft Word, Excel, Power Point
- Good listening skills and attention to detail
- Strong knowledge of insurance markets, products coverages, including loss-sensitive programs and industry operations
- Ability to coach/mentor team members
- Develops strong relationships with underwriters and carrier personnel
24
Senior Account Representative Commercial Lines Resume Examples & Samples
- Serves as the primary point of contact for service, maintenance and set-up related to commercial accounts
- Conducts policy reviews and coverage verifications
- Processes new and renewal policies and answers questions on accounts
- Analyzes and processes Certificate of Insurance
- Reviews invoices and processes appropriately
- Reports claims
- Maintains relationships with clients, producers, underwriters, marketing staff and claim adjusters
- High School diploma or equivalent. Bachelor's degree a plus preferred
- 5 or more years of industry related experience
- Insurance P&C Agency licensure preferred, CIC, and/or CISR a plus
- Must be proficient in MS Word, Excel, and Outlook
- Detail oriented and have prior experience working with paperless systems. Prior experience with AMS360 (Vertafore) agency management system is a plus
- Strong customer service, verbal and written communication skills
25
Commercial Lines Analyst Resume Examples & Samples
- Responsible for providing exceptional day-to-day new business consultation, service and support to agents
- Meets new business written premium objective by assisting field agents to sell through consultative sales approach to close the sale
- Uses independent judgment to evaluate risk eligibility against carrier appetite and guidelines to determine appropriate non-automation platform market feasibility
- Negotiates with carrier underwriters to find the most suitable insurance for the agent’s clients at the best price
- Educates agent on various commercial aspects of writing business, including but not limited to classes, policies features and commercial automation platforms
- Provides guidance and may assist in training junior staff but no direct supervisory responsibility
- 3 to 5 years of placement experience in a distribution network
- Negotiating and influencing – ability to impact the decision of others
- Relationship management
- Proficient in Microsoft Office Word and Excel
- Experience with Property Casualty multi-line rating and underwriting
- P&C license is appropriate if assigned as customer contact
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Commercial Lines Assistant Resume Examples & Samples
- High school diploma or general education degree (GED); or the equivalent combination of education and experience. Work related experience should consist of duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related
- Excellent organizational and time management skills ability to work with minimal supervision
- Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
- Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions
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Commercial Lines Product Senior Analyst Resume Examples & Samples
- Demonstrated experience performing complex financial, actuarial or business analysis
- Solid knowledge and understanding of the insurance industry and insurance-related financial concepts
- Solid knowledge and understanding of insurance product design and product management practices
- Solid knowledge and understanding of industry, market and regulatory trends
- Solid knowledge and understanding of advanced financial and data analysis techniques
- Develops strong knowledge of industry and competitor activities by attending industry functions, membership in organizations and serving on industry committees
- Provides expert interpretation of risk management and related reports, sales forecast reports, related financial reports, retention reports and expansion state metrics
- Analyzes results and reviews initiatives to affect desired short and long-term strategies. Analyzes reports (AORs, QORs), profit results; industry trends, and division trends
- Understands, identifies and evaluates competitive market issues, rating territories and zones, discounts, coverage, etc., that contribute to setting the final rate and product changes
- Serve as representative for Product Management on various cross divisional committees on issues related to profit and growth
- Works with Product Management leadership to develop management and executive level reports and presentations as requested
- May lead a state SBU meeting as directed by the Regional Product Director
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Commercial Lines Associate Account Manager Resume Examples & Samples
- Process lost policy release forms; transmit correspondence to insured and carriers
- Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
- Handle all client inquiries generated from calls in a call center environment
- Process endorsement requests and secure pricing from carrier if needed
- Manage account documentation including ERM 14 forms; send documentation to insured and follow up to ensure it was received and submitted to the carrier
- Maintain follow-up system with insurance carriers to ensure requests are processed timely
- Furnish underwriters with additional information as requested
- Pursue a program for personal and professional development
- Perform other specific duties and projects as assigned by management
- Provide sales support when the sales assistant is out of the office; this includes providing quotations and entering policy information into EPIC
- Daily management the agency interface system (download) and ensure all transactions are matched so revenue is recorded accurately by month end
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Commercial Lines Account Technician Resume Examples & Samples
- 1-2 years insurance brokerage or property casualty insurance underwriting assistant or underwriting experience preferred
- High School Diploma. Associates degree preferred
- Strong reading comprehension and analysis skills
- Ability to work well under pressure and to quickly adapt to new situations
- Proficient in Word, Excel, internet utilization
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Commercial Lines CSR Resume Examples & Samples
- Issue Certificates and Evidence of Property
- Issue Binders, (if required)
- Order MVRs
- Process Change Requests – responsible for follow-up on suspense
- Process Endorsements, including invoicing and sending to client (unless AM advises otherwise)
- Preparing policies to be delivered – putting in binders with tabs
- Phone Back Up for Receptionist
- Reconciling Fleet, Drivers and Certificate Holders schedules
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Team Assistant, Commercial Lines Resume Examples & Samples
- Processing all documentation (Certificates of Insurance, cover notes, summaries, proposals, endorsements, finance contracts, emails & memos)
- Policy Issuance
- Invoice billings
- Reviewing policy documentation
- Following up with outstanding information & documentation
- Updating application forms and creating rate sheets
- Level 1 General Insurance License
- Industry experience preferred but willing to train
- Outstanding telephone manner
- TAM/EPIC experience an asset
- Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
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Commercial Lines Marketing Consultant Resume Examples & Samples
- Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals
- Assist in the analysis of line of business and insurance company production trends, and make recommendations to correct deficiencies
- Act as account liaison for the producer in dealing with other departments within Hub for the quoting of specialized lines of coverage
- Assist producers with pre-underwriting information gathering, submission, coverage analysis, and proposal presentations if needed
- Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating, and pricing accuracy
- Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations, and hard, but fair, negotiations
- Maintain state of the art knowledge of market underwriting appetite, line of business trends, insurance company changes, rating techniques, and coverage developments
- Demonstrate an understanding of our company utilization strategies by appropriate risk submissions
- Accurately maintain new business and renewal information
33
Commercial Lines Account Executive Resume Examples & Samples
- Manages an assigned book of business which is comprised of key and high revenue-producing accounts, all of which have a significant impact on the business operations of the client and on HUB
- Utilizing industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation, applies independent and discretionary judgment to make decisions independent of manager approval on books of insurance business for which the incumbent is responsible. These include non-routine coverage issues and questions, denial of claims, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts
- Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability
- When counseling clients on appropriate coverage, will assess risks based on clients’ situation and determine proper coverage to insure and mitigate those risks
- Makes recommendations directly to key clients without prior approval, that may deviate from established policies and procedures
- Negotiates terms, conditions, and pricing directly with insurance carriers
- In situations where special carrier programs are available, determines if those programs are appropriate for particular clients. Then consults with clients on the benefits of those programs. Will then work with carriers to quote coverage through appropriate program
- Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve
- Leads client meetings (including renewal meetings), independent from producer or manager as needed
- Supports, mentors, and trains Account Managers and Account Representatives, as necessary
- May oversee functions performed by Account Managers and Account Representatives including approval of renewal strategies and resolution of client and carrier issues
- Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval
- Leads all aspects of client service, marketing, and renewal of book of business. Uses judgment and creativity based on industry experience to produce favorable results and solutions to address clients’ insurance needs
- Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate
- Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients
- Attends industry related continuing education training and courses
- 7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines is preferred. Brokerage experience is preferred
- Leadership experience and independent responsibility for client retention preferred
- Ability to lead in a team environment
- While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus
34
Commercial Lines Technical Assistant Resume Examples & Samples
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Demonstrate strong customer service skills
- Demonstrate ability to prioritize and manage multiple tasks
- Should be detail oriented and excel in follow through
- Effectively work in a team environment, promoting a professional, courteous and supportive environment
- Demonstrate ability to follow workflow procedures. Demonstrate ability to process high volume transactions in a fast paced customer service environment
- High School Diploma required, a College Degree is a plus
- Two years customer service experience in the insurance industry is preferred
- Property & Casualty License preferred, or must be willing to obtain Property and Casualty License within first year of employment
35
Commercial Lines Operations Intern Resume Examples & Samples
- Support CPI, with interest/skills in project management as well as data analysis
- Interested in learning Lean management, Six Sigma and ADKAR change management model
- Work through process efficiencies and act as a project leader for a Commercial Support initiatives
- Reconcile data, process guides, and UW guidelines into a central format
- Perform other duties as needed
36
Commercial Lines Product Management Intern Resume Examples & Samples
- Ability to review, manipulate and organize data in order to complete complex analyses
- Reading and summarizing competitor rate revisions and product changes
- Performing coverage comparisons between our products and those of our competition
- Complete projects as assigned
37
Commercial Lines Senior Product Specialist Resume Examples & Samples
- Develop, maintain and monitor policy language standards for all Commercial Lines contracts and forms to ensure and promote consistency, when possible, between states and products
- Develop a high level of knowledge and understanding of the contract and form language used in all Commercial Lines products in relationship to competitors
- Conduct market analysis and competitive intelligence gathering in relation to coverages, endorsements, underwriting rules, and form language. Monitor claims issues, regulatory changes, environmental and societal issues, and changes by competitors for the purpose of developing, maintaining and recommending changes to Commercial Lines policy contracts and forms for all products in all operating states
- Maintain and revise Commercial Lines product manuals, policy forms and endorsements as needed to support product management. Coordinate and monitor implementation of all Commercial Lines product language changes to ensure changes are made in a timely manner within acceptable standards. Communicate all changes to all impacted departments, groups, associates and agents
- Review, evaluate, develop and manage implementation plan for coverage rule and form changes for products supported by Insurance Services Office, American Association of Independent Insurers, Surety Association of America, NCCI, Hartford Steam Boiler and any other bureau or coverage partner
- Lead and develop all training for new coverages, changes to existing coverages and/or reinforcement of coverages and issues identified
- Complete and submit product filings, as required, with each Department of Insurance to support changes
- Assist with coordination, implementation and communication of all product/price changes for a line of business with impacted departments, groups, associates and agents. Includes internal and external communication and training, as necessary
- Act as subject matter expert and provide support for project implementations relating to compliance
- Assist Quality Assurance in the resolving of production defects and system issues from a compliance perspective
- Act as a mentor and role model for new Compliance Specialists
- Informal leader within Commercial Lines
- Stay abreast of current industry trends, state issues and competitor actions. Utilize this knowledge to formulate appropriate recommendations to management and drive product decisions consistent with the commercial lines strategy
- Maintain a rapport with the organizations of which we are members or subscribers and the insurance departments of the states in which the Company operates
- Network with peers outside Grange to continue learning and updating skills
38
Commercial Lines Technician Resume Examples & Samples
- Input endorsements on carrier automated systems
- Maintain and update client files and coverages in the agency management systems (AMS and Worksmart) following our agency procedures and standards
- Develop knowledge of carrier websites in order to retrieve policies, endorsements and audits
- Assist teams in the issuance of standard computer-issued certificates of insurance and certificates returned by mail
- Verify suspensions and reinstatements of registrations from the Department of Motor Vehicles
- Obtain driver records from appropriate state agency as requested by service team
- Process and follow up on non-pay cancellation requests received from carriers to ensure accurate and timely resolution
- Process and index incoming and outgoing mail, putting into the appropriate workflow. Deliver documents via electronic mail according to written procedures
- Answer office location phones or provide back-up to receptionist
- Must adhere to pertinent laws, regulations, Key Insurance and Benefits Services’ compliance policy and external compliance requirements
- Performs other tasks and duties, as requested or required, to support the agency sales and service processes to reach agency's strategic business goals
- College degree desired or equivalent work experience
- Commitment to obtaining a property and casualty license within fifteen months of starting in the role
- Knowledge of insurance products and usages or commitment to complete educational requirements including designations
- Ability to accurately perform basic math skills including simple calculations involving decimals and fractions
- Ability to utilize computers and understand basic functionality. Consistently increasing knowledge of available technology and amending work patterns to maximize efficiency
- High degree of self-discipline and motivation and ability to work well in a team environment
39
Commercial Lines Account Assistant Resume Examples & Samples
- Principal Administrator of the Online Programs
- Monthly Invoicing and Reporting for the Online Programs
- Taking Client inquiries on the Programs via email, phone and fax
- Monthly Letter Mailings: 30 & 60 Day Notices
- Working with IT and Marketing to amend and update Online Program Requirements when required
- Liaising with the insurers on the Online Programs to update policies, confirming coverage and making changes when required
- Assisting the Account Associate With Pre-Renewal Paperwork to existing clients 90 Days in Advance
- Issuing Certificates of Insurance for both Online Programs and Other Client Requests
- Assisting the Account Associate with completion of Binders of Insurance, Invoicing
- Following up with clients on completing essential paperwork (applications, warranties, financing quotes, BI Worksheets)
- Assisting with Accounts Receivable Management (First 60 Days)
- Processing Cancellations and Cover Changes
- Logging Faxes and other documentation
- Provide a second point of contact to clients via email and phone to answer questions
- Accepting mail
- Developing Coverage Considerations, Risk Surveys or Checklists
- Discussing New Lines of Business with Clients
- Responding to Insurer questions
- Ensuring Producer provides accurate information to Clients (but must log any meetings/emails in Epic)
- Assisting the Account Manager with Marketing & Promotion initiatives
- Other duties as assigned with changing needs of the practice
- RIBO Licensed or in progress
- Exceptional problem solving skills
- Strong attention to detail and accuracy
- Experience managing high volume of work
- Confidence to handle client enquiries if account manager is unavailable
- Knowledge of Insurance terms and coverages
- Proficient in MS Office (Word, Excel, PowerPoint and Outlook)
- Experience on Epic or equivalent insurance management system
- Strong organizational, time and client management skills
- Effective communication skills: verbal and written
- Proactive and customer focused approach
- Strong initiative and follow up skills
- Strong researching skills
40
Commercial Lines Account Administrator Resume Examples & Samples
- Coordinate the servicing of assigned accounts with the Account Manager
- Enter data as required by insurance company automation systems
- Provide support to the Account Manager on pre-renewal processes
- Handle correspondence and the clerical processing of accounts including applications and computer input of each account
- Process certificate of insurance requests
- Help track cancellation/reinstatement system for commercial accounts
- Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
- Conduct business from a professional standpoint and willingness to learn
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
- Review and process change requests in the broker management system
- Prepare policies for policy check and delivery to clients
- Maintain an accurate suspense system on all items that require a response
- Responsible for scanning/electronic filing of communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Other responsibilities as assigned by Account Manager
- Follow HUB Broker Standards
- 3 Years of administrator related work experience
- P&C License desired, but not required
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with customers and teammates
- Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
41
Commercial Lines Account Assistant Resume Examples & Samples
- Execution of insurance certificates, auto liability slips, binders, statement of values, proposals, and processing of client documents (endorsements and policies)
- Updating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
- Maintain/Update Summary of Insurance (update as policy changes occur and at renewal)
- Answering client queries, communicating with insurance companies
- Inputting data into computerized database (uploading documentation to WINTAM) and setting up electronic client and prospect screens in EPIC
- Maintaining effective abeyance system
- Maintaining filing system and set up of client files
- Print and distribute renewal list to Account Manager and Account Associate at least 90 days before renewal
- Print and distribute accounts receivable reports
- Assist clients with Certificate Exchange
- Update claims history on summaries
- Provide assistance where required and perform all other duties as assigned by Account Manager and Account Associate
- Post-Secondary education or commensurate work experience
- RIBO Licensed
- 1-2 years of commercial insurance account experience required
- Knowledge or experience in the construction industry an asset
- Proficient in Microsoft Office: Word, Excel, and Outlook
- Experience on EPIC or similar insurance broker management systems
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Commercial Lines Account Assistant Resume Examples & Samples
- Executing insurance certificates, binders, proposals, and processing of client documents i.e. endorsements and policies
- Maintaining and updating Summary of Insurance (update as policy changes occur and at renewal)
- Answering client queries and communicating with insurance companies
- Inputting data and setting up electronic client and prospect screens to Epic
- Printing and distributing renewal list for the Account team at least 90 days before renewal
- Post-Secondary Education or commensurate work experience
- RIBO License
- 1-2 years of commercial insurance account experience desired
- Previous experience with insurance management systems i.e. Epic, TAM etc
43
VP of Commercial Lines Resume Examples & Samples
- Develops new production, proposals and consultation to sell new accounts to meet or exceed production goals as jointly established with agency owners
- Renews existing business by expanding existing coverage and identifying cross-selling opportunities to meet or exceed production goals as jointly established with agency owners
- Maintains a current level of knowledge on forms, coverage changes, selling trends and techniques through industry continuing education, agency selling aids, and by attending sales seminars, company sales meetings, or educational activities
- Performs comprehensive risk analysis surveys for all commercial accounts by obtaining sufficient information regarding a risk to allow the commercial service/marketing staff to prepare a proposal
- Monitors all leads and expiration dates and promotes products of carriers that the agency has identified as important
- Processes complete applications and loss summaries by making price recommendations, ensuring the risk factors, following agency defined coverage, limit and proposal format requirements, reviewing for accuracy prior to delivery and ensuring policies are delivered on a timely basis
- Manages full collection of all receivables by arranging the payment terms for all accounts in accordance with the established procedures of the agency, insurance company or financial entity; prepares an annual budget and business plan for all sales activities to be submitted to management; and obtains and follows up on information concerning underwriting, claims, and other areas as reasonably requested by agency owners, customer service representatives or company representatives
44
Commercial Lines Account Assistant Resume Examples & Samples
- Execution of insurance certificates, binders, proposals, and processing of client documents i.e. endorsements and policies
- Maintain/update Summary of Insurance (update as policy changes occur and at renewal)
- Inputting data and setting up electronic client and prospect screens to EPIC
- Print and distribute renewal list for the Account team at least 90 days before renewal
45
Commercial Lines Account Associate Resume Examples & Samples
- Provides our internal and external clients with prompt, courteous and professional service
- Prepares client renewal packages, policies, submissions, binders and summaries in timely manner
- Analyzes client coverages, exposures and loss experiences to determine risk requirements
- Reviews policy wordings and other documentation for accuracy and completeness
- Calculates adjustments and premiums on policies and other insurance documents
- Prepares marketing submissions with responsibility for correspondence and negotiations with underwriters
- Assists in collection of Accounts Receivables while adhering to HUB International file management standards
- Actively develop an increased knowledge of related insurance products and client needs
- Participates in training and professional development courses to enhance skills and industry knowledge
- College Diploma or University Degree or equivalent work experience
- Minimum 5 years of experience in Commercial Insurance: Property, Casualty and Auto Fleet
- Experience in market negotiations on commercial mid-market and large complex policies required
- CIP Designation or in progress
- Proficient in Microsoft Office: Word, Excel (complicated excel spreadsheets with formulas) and Outlook
- Experience on Epic or similar insurance broker management systems
- Ability to work collaboratively as a key member of a team and independently with minimum supervision servicing clients/marketing from beginning to end
- Strong attention to detail, time management and analytical skills
46
Commercial Lines Assistant Resume Examples & Samples
- Handling certificates of insurance, billing, and auto insurance ID cards
- Providing administrative and technical support for the processing of policy renewals, cancellations, and non-pay notices
- Preparing spreadsheets, Accord applications, proposals, and submissions
- Performing data entry in our agency management system and third party management systems
47
Commercial Lines Resume Examples & Samples
- Review/analysis of regulatory/legislative changes of the Product (s) assigned to determine impacts to forms, rates and rules
- Provide advice and recommendations to customers regarding best approach to Product implementation
- High level of interaction with other areas (Product, Legal, Compliance, Government Affairs, Policy Output, CLA)
48
Commercial Lines Account Executive Resume Examples & Samples
- Maintain HUB professional service standards as required and ensure team compliance
- Maintain appropriate professional licensing and continuing education
- Document daily activity in compliance with HUB corporate standards and ensure team compliance
- Pursue professional development opportunities
- Maintain familiarity with industry trends and new insurance products
- Be responsible for the quality of HUB client deliverables, i.e. policy analysis, loss analysis, risk profile analysis
- Collaborate with producers as required to maximize account management results
- Collaborate with Marketing as required to maximize account management results
- Collaborate with CPU as required to maximize account management results
- Review client insurance related contracts as necessary
- Prepare management reports as necessary
- Acquire understanding of client insurance objectives and critically analyze and compare insurance terms and conditions
- Trouble shoot, issue spot, and problem solve matters between the client and the insurance company
- Manage and hold periodic client meetings such as a Stewardship or Pre-Renewal meeting
- Develop new and expanded business opportunities
- Manage underwriting and carrier relationships to the benefit of your clientele
49
Commercial Lines Account Assistant Resume Examples & Samples
- Maintaining/updating Summary of Insurance (updating as policy changes occur and at renewal)
- Printing and distributing renewal list to Account Manager and Account Associate at least 90 days before renewal
- Printing and distributing accounts receivable reports
- Updating claims history on summaries
- RIBO License or in progress
50
Commercial Lines Product Consultant Resume Examples & Samples
- Understanding of filing requirements, preparing filing packages and responding to state inquiries of such
- Effectively function as a liaison between business units, technical and operating environments to ensure proper execution of the delivery of form, rate and rule revisions within targeted effective dates
- Submit filings to state department’s of insurance through the knowledge and understanding of the electronic filing system, SERFF (System for Electronic Rate, Rule, Form Filings)
51
Commercial Lines Manager Resume Examples & Samples
- Directs and manages a staff of commercial insurance professionals in providing sales and underwriting services to ensure profitability, growth and customer service
- Determines staffing and training needs to capitalize on strengths and development of associates and maximize regional performance
- Recommends appointment of agencies in accordance with established guidelines; implements business development plans for agencies recording loss or other identifiable problems; may also recommend termination of agencies not meeting growth or profit requirements
- Works with regional director to establish and monitor profit goals
- Monitors regional competition and makes recommendations for adjustments as needed to maintain a favorable position in the region
52
Commercial Lines Account Assistant Resume Examples & Samples
- Maintaining/updating Summary of Insurance (update as policy changes occur and at renewal)
- Inputting data and setting up electronic client and prospect screens in EPIC
- Printing and distributing renewal list for Account Manager before renewal
- Accountable for accounts receivable reports
- Identifying and implementing process improvements to automate processes where applicable
- Providing assistance where required and perform all other duties as assigned by the Commercial Producer
- Prior administrative support experience desired i.e. data entry
- Ability to work independently and in a team structure
53
Commercial Lines Account Assistant Resume Examples & Samples
- Process change endorsements and audits, checking for accuracy
- Process renewals and new policies, write letters, and neatly prepare for Account
- Invoice all premium bearing transactions
- Handle telephone requests and correspondence in reference to assigned clients
- Maintain all client activity and suspense items in the agency automation system
- Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter
- Communicate with companies as needed
- Prioritize work load and/or request for assistance as required
- Problem solve as much as possible prior to seeking Account Manager assistance
- Seek advice from Account Managers when problems arise with accounts
- Assist Account Managers with other job responsibilities as assigned
- Follow the guidelines outlined in our employee manual
- Keep current on rates, forms and coverage changes through circulars and bulletins, trade publications and seminars and schools offered
- Maintain required licenses
- Attend monthly commercial lines meetings and account manager meetings
- Compares and verifies data such as premiums, coverages, limits, etc. bound with same data on other records
