Criterion Executive Search, Inc. · 3 months ago
Commercial Lines Account Manager Baton Rouge
Baton Rouge, LA
Full-time
Onsite
Mid Level
$65K/yr - $65K/yrCriterion Executive Search is a leading executive staffing and recruiting firm recognized for its personalized approach to job placement. They are seeking a Commercial Lines Account Manager to process insurance applications, provide customer service, and manage detailed office records for policyholders.
ConsultingProfessional ServicesRecruitingStaffing Agency
No H1B
Responsibilities
Process and record new insurance policies and may process claims
Interview clients and take their calls to provide customer service and obtain information relevant to their insurance needs
Process, prepare, and submit business applications, such as submitting applications for coverage to insurance carriers
Correspond with insured or agent to obtain information or inform them of account status or changes
Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies
Collect initial premiums and issue receipts and binders
Qualification
Required
Process applications for, changes to, reinstatement of, and cancellation of insurance policies
Review insurance applications to ensure that all questions have been answered
Compile data on insurance policy changes
Change policy records to conform to insured party's specifications
Compile data on lapsed insurance policies to determine automatic reinstatement according to company policies
Cancel insurance policies as requested by clients and agents
Verify the accuracy of insurance company records and sale of new business and cross sell to current clients
Process and record new insurance policies and may process claims
Interview clients and take their calls to provide customer service and obtain information relevant to their insurance needs
Process, prepare, and submit business applications, such as submitting applications for coverage to insurance carriers
Correspond with insured or agent to obtain information or inform them of account status or changes
Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies
Collect initial premiums and issue receipts and binders
Company
Criterion Executive Search, Inc.
44-year-old Criterion Executive Search is a national Recruiting firm headquartered in Tampa Florida. Your Future is Our Commitment
Founded in 1981
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Planeta
Partner / Owner
Company data provided by crunchbase