Job Description
Why You'll Love Working Here
Tower Street Insurance & Risk Management is a highly reputable and fast-growing agency specializing in Commercial and Personal Insurance, Loss Control Services and Employee Benefits & HR Consulting. We believe in an open, honest relationship with our clients. They can trust our team’s experience and knowledge in the insurance field to research and match our clients with the best policies for the best price.
What We Are Seeking
We are seeking a high-achieving, detail-oriented Commercial Insurance Account Managerto join our Small Business Unit. If you are an individual who understands the importance of customer service and being a team player, and has extensive insurance knowledge, we are interested in speaking with you.
Job Responsibilities
- Manage a broad book of commercial insurance for clients with premiums up to $15,000 annually.
- Issue Certificates of Insurance.
- Request and complete renewal applications from carriers and clients.
- Create and manage Premium Finance agreements.
- Review, research and resolve billing issues.
- Process Endorsements for existing policies.
- Update and maintain all communication, notes and follow up tasks for client accounts / policies in Epic (agency management system).
Minimum Requirements
- High School Diploma (or equivalent)
- License: Property & Casualty (any state)
Preferred Skills
- Bachelor’s Degree
- Management & Rating Systems: Epic – willing to train
- Computer Skills: DocuSign, MS Excel, MS Outlook, MS Teams, MS Word, Zoom
Benefits
- Health
- Dental
- Vision
- 401(k)
- Paid Time Off (PTO)
- Paid Holidays
- Flexible Schedules
- Training & Advancement
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Dallas, TX 75244
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