Moody Insurance Agency · 1 month ago
Commercial Lines Account Administrator
Grand Junction,CO,US
Full-time
Onsite
New Grad, Entry LevelMoody Insurance Agency is seeking a Commercial Lines Account Administrator to support Account Managers and Consultants in servicing personal lines accounts. The role involves providing excellent customer service, administrative support, and ensuring compliance with industry standards.
Financial ServicesInsurance
Responsibilities
Provide customer service to clients (answering questions regarding coverages, billing, etc.)
Support Consultant/Account Manager during market renewals for their assigned accounts
Prepare remarketing information and gather additional information as needed from the client
Create and distribute the renewal submission once finalized
Assist in obtaining quotes from carriers upon request
Rate policies or check previously rated policies for proper rating and use automated systems to develop accurate information
With feedback from Consultant/Account Manager, obtain appropriate coverage changes or additions
Check policies to verify the information matches quotes, proposals and/or the Agency Management System as requested by the Account Manager
Effectively and efficiently process endorsement requests as directed by Account Manager and according to Personal Lines Procedure Manual guidelines
Verify endorsements received from the insurance company match what was requested
Issue Auto ID cards upon request
Process cancellation notices
Follow up on suspense items daily, in accordance with department policy
Must obtain a Colorado Property and Casualty License within 90 days of hire
Thereafter, responsible to maintain a current, active license at all times
Must complete Continuing Education classes as required to maintain license or as requested by management, including work toward obtaining insurance industry designations, such as CISR and AIS
Qualification
Required
Able to read and write in English
High School diploma or equivalent
Must currently possess (or be able to obtain within 90 days of hire) a Colorado Property and Casualty Insurance License
Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel
Excellent written and verbal communication skills
Strong customer service and team skills; must interact effectively with clients, co-workers and management
Strong attention to detail and solid organizational skills
Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
Ability to analyze and solve problems
Preferred
Previous experience with AMS 360, Worksmart, or similar agency management software desired, but not required
Company
Moody Insurance Agency
Moody Insurance Agency is an insurance company that offers business insurance, personal lines, and employee benefits solutions.
Founded in 1972
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jamie Lummis ARM, CIC
Partner
Kim Burkhardt
Chief Sales Officer
Company data provided by crunchbase