Commercial Lines Account Manager
Foundation Risk Partners - Saint Charles, MO
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Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Lutheran Trust team in St. Charles Metro Region. Job Summary: Are you a highly motivated employee looking to make an impact? Lutheran Trust currently has an excellent opportunity to add to our Customer Service team. If you are a motivated and service-focused employee, this position could be for you!"¯Insurance experience is a plus but not required. * Are you are seeking challenging yet meaningful work? * Would you like to see and feel the impact you are making in your company? * Do you thrive in a collaborative culture with open communication from the top down? * Does making a difference in communities and in people's lives sound rewarding? Essential Functions: * Service the renewal process and provide on-going maintenance of Church, School, Camp, and Business Owners policies written through various carriers represented by Lutheran Trust and Church Asset Management. * Solve customer problems and answer coverage questions, responding accurately and timely to customer queries. * Resolve billing issues and provide premium breakdowns as requested. * Process renewal letters, receive, review, and process renewal quotes and renewal policies relative to all aspects of policy servicing. * Perform insurance reviews on all accounts services to assess coverage options or needs for policyholders. * Continually engage in cross-selling and the marketing of additional coverages during the policy term. * Process renewal surveys or other underwriting requests to gather necessary information for continuation of coverage or file review. * Process issued endorsements and audits and draft correspondence to insureds as needed. * Request MVR's, additional coverage and policy quotes, and loss histories. * Request endorsements to policies whether via a carrier's online system or direct to the carrier. * Issue Binders, Certificates of Insurance, and provide coverage summaries as needed. Competencies & Qualifications: * Possess strong PC knowledge and aptitude. Must be able to work fluently with Word and Adobe. Knowledge and ability to work with Excel. * Ability to compose written correspondence and factual reports, which are well organized and concise, utilizing proper English, grammar, punctuation, and spelling. * Must be friendly and have a desire to help others. * Ability to convey clear, concise information to others, using verbal or other appropriate communication techniques. * Ability to perform simple mathematical problems (addition, subtraction, multiplication, division, and compute percentages.) Education & Experience: * College degree or 2 year degree and industry experience preferred (will train). * Property/Casualty Agent License desirable. * Insurance designations a plus.
Created: 2024-07-07