6 personal insurance account manager jobs found

The  Data Collections Specialist  will make non-sales calls to firm prospects with the goal of collecting data about the company. The primary goal is collecting the expiration date (x-date) of the company’s current professional liability insurance.  This is a part-time position offering approximately 20 hours to start. Your Impact: Collect insurance policy “X” dates and other pertinent prospect information including correct address, correct contact, fax number, number insured and an e-mail address.  Use database for marking responses and activities in telemarketing campaign and for generating follow-up activities for the appropriate salesperson.  Make 2 calls (one week apart) per prospect record (or until contact is made).  Prepare a weekly report for department manager(s) detailing the number of x-dates received and an analysis of campaign details (i.e. – wrong numbers, addresses changed, etc.) using Excel templates.  Maintain a minimum of 18 calls per hour....

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Assist with Receptionist/Administrative responsibilities.  Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process certificate of insurance (COI), ID Cards, and billing questions as...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Processor A Personal Lines Processor is primarily responsible for processing documents related to personal lines insurance and providing administrative support to the Producers and Account Managers. Standard duties of a Personal Lines Processor include but are not limited to : Understanding and following the Cross Basic Procedure Manual. Understanding and following the Personal Lines Workflow Manual. Auditing transaction to ensure that the correct Action Codes are being used. Following up and completing open suspense’s daily. Running the download reports daily. Processing the download report which includes reviewing new business, endorsements, renewals, cancellations, and reinstatements for accuracy. Invoicing all types of download transactions. Mailing new business letters to clients. Entering claims acknowledgements as received. Following up on...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated part-time Customer Service Representative to join our team. The position requires the person to: Communicate and work with customers and associates at all levels Learn how to and then: assist with reviewing and answering basic inquiries from customers make computer inquiries and entries relating to customer accounts communicate with customers and others as needed to research problems and find solutions collect pertinent information from customers to handle inquiries in a timely and accurate manner. Prioritize and organize work to ensure it is completed in a timely manner Document customer requests and Learn how to and then assist agents with basic tasks Work with confidential and/or...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Property Desk Adjuster - Dallas, TX. PRIMARY PURPOSE : Handles losses and claims valued up to $15,000 for property and casualty insurers through the thorough examination of documents, records, loss reports, and other relevant documentation.  Efficiently manages a case load using technology for efficient claim processing. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Evaluates insurance policies, claims forms, policies, endorsements, carrier instructions, and other...