Now Hiring - Mountain Ridge Insurance Group - Commercial Insurance Account Manager in Layton, UT

Full description of the position

Mountain Ridge Insurance is seeking to hire a commercial lines account manager. The primary role of this position is aiding clients with service needs and making changes to existing accounts.

Mountain Ridge Insurance is an established agency. We like to do things the right way for our customers and also to represent our insurance carriers in accordance w/ their guidelines.

We like to work hard, but we also like to have fun as well. Office pranks and jokes are welcome here! You'll enjoy working with our commercial insurance carriers: Auto Owners, Hanover, Central Insurance, Cincinnati, Hartford, and several others as well. We have a great carrier line up!

NEW BUSINESS RESPONSIBILITIES:

• Work as an efficient team with agency Producer to assemble, market and place coverage for new clients.
• Provides technical support to producers to benefit clients and to reach producer and agency’s strategic business goals.
• Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.
• Attends to clients needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy using established agency checklist.

CLIENT RETENTION DUTIES:

• Prepares summaries of insurance, schedules, and proposals as needed for account review.
• Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers. This includes 120 day advance account review for marketing, renewal letter mailed to insured for updates, Acord applications updated, loss runs requested and submission of account 90 days prior to renewal.
• Renews policies following agency standards; verifies each renewal’s accuracy; ensures that all renewals are processed.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Maintains and updates files in agency management system.
• Verifies policy and change information, facilitating corrections when necessary.
• Processes incoming email and mail requests, responding promptly and appropriately.
• Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
• Determines reasons for requests for cancellations; acts to save accounts; notifies producers according to agency standards.
• Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution.
• Reviews walk-in payments and verifies acceptability; processes, as appropriate, providing receipts to payers.
• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed.

EQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Active Utah Property and Casualty License.
• 2-3 years of prior commercial insurance experience.
• Ability to communicate orally and in writing with others to explain complex issues.
• Ability to receive and interpret complex information, and respond appropriately.
• Ability to understand written and oral communication, and interpret abstract information.
• Full knowledge of insurance products and usages.
• Thorough, detail-oriented to manage multiple clients, tasks and requests
• Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Ability to utilize computer programs and understand functionality.
• Professional, committed and self-motivated with the ability to focus on daily tasks
• Willing to learn and utilize Agency Management System, EZ Lynx
• Proficient with Microsoft Office – Outlook, Word, Excel

WORKING CONDITIONS:

We are looking for someone who can work from our office in Layton. This is a full time position. Fast-paced work environment. We have a great team environment at our agency. Currently, our commercial lines department consists of four people, and we are looking to grow!

Salary will be based on prior experience.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• Office

Experience:

• Commercial Insurance: 2 years (Required)

License/Certification:

• Property and Casualty Insurance License (Required)

Work Location: Hybrid remote in Layton, UT 84041