Description Essential Duties and Responsibilities Account Management • Provide day-to-day client management on a real estate book of business, primarily working with core business insurance accounts. • Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). • Process incoming mail (postal, email and/or faxes) for the team and distribute to team • Process cancellation notices/non-payment issues • Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery • Deliver policies as directed by Producer • Request and prepare policy endorsements • Issue certificates of insurance and deliver special handling certificates • Process client monthly reports • Process premium audits and deliver disputed audits • Follow agency procedures for client management system New/Renewal Marketing • Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures • Review expiration checklist and manage workflow per Commercial Lines Service Standards • Work with team to coordinate market ready submissions including specialty applications • Review and roll renewal submissions or create Acord applications as directed by team • Complete online rating with carriers as required for coverage placement as directed by team • Prepare finance agreements with finance companies • Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients. Other Duties and Responsibilities • Accept special assignments as directed by leader • Support agency directives in effectively managing agency/carrier relationships • Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems Requirements • At least 4+ years of Business Insurance customer service experience (required). • Experience with online quoting and overall knowledge of the commercial insurance marketplace (required). • Ability to work in a team setting (required). • Detail-oriented (required). • Ability to organize and prioritize work responsibilities (required). • Excellent communication skills – verbal and written (required). • Active Resident Property and Casualty insurance license (required). • Epic experience (preferred). • Microsoft Office experience, specifically Word and Excel (preferred) • Ability to navigate insurance carrier websites (preferred).