Account Manager/CSR -Commercial Insurance
DeSanctis Insurance Agency is currently looking to enhance our team with the addition of a Commercial Insurance Account Manager/CSR. Our Agency specializes in providing insurance and bonding for construction-related risks, in addition to fulfilling general insurance needs. We have been located in Woburn, MA since 1974. This position is in our Commercial Insurance Department and will be responsible for servicing middle market and small business commercial insurance accounts with a focus on construction.
Our position is currently a Hybrid with 2 days per week working from home and three days in our Woburn, MA office.
Responsibilities include:
- Develop and maintain client relationships, and work with producers to ensure that all coverage and service needs are met.
- Review and analyze commercial accounts, make appropriate coverage and limits recommendations to producers and clients, as needed.
- Assemble information and applications provided by producers to prepare new business submissions.
- Assemble policy, coverage, and exposure information in conjunction with producers to prepare account submissions, and market to carriers.
- Prepare client proposals based on new and renewal quotations providing the best value to meet client's coverage needs.
- Review, verify accuracy, and prepare invoices for incoming policies and endorsements of assigned accounts.
- Day to day processing of Workers' Compensation and Commercial Auto policies, endorsements, and invoices, as well as Certificates of Insurance, will be handled primarily by Commercial Department support specialists.
- Cancellations, reinstatements, and the necessary follow-up are handled by a support specialist.
- Claims processing is also handled by a support specialist.
- Maintain the accuracy of data in the Agency Management System and the Document Management System.
- Review contract insurance specifications for insureds to assure compliance, amend coverage and limits as needed, and provide updated Certificates of Insurance to reflect any required changes.
- Contribute to meeting agency production goals by assisting producers and providing superior customer service. (There are no new business or existing account rounding production requirements.)
- No premium collection responsibility as that is handled by the producer for each account.
- Conduct business knowledgeably and professionally demonstrating an understanding of the insurance business and the impact of your decisions on the client and the agency.
- Keep informed of changes and trends within the industry to anticipate and respond to clients' needs.
- Other responsibilities as assigned by Management.
Qualifications:
- Minimum 3 years experience in commercial insurance.
- Thorough knowledge of commercial lines coverages and markets.
- Experience working with construction accounts preferred.
- A producer license is not currently required.
- Experience with Microsoft Office, and Applied Systems EPIC, preferred. However, if you are a TAM user, you'll easily make the transition. We converted to Epic Cloud on 8/1/21, the training is outstanding, and support is readily available.
- Excellent written and oral communication skills, well organized, ability to manage and prioritize multiple tasks, work well both independently and in a team environment.