TECHNICAL ASSISTANT – COMMERCIAL LINES DIVISION

Job Description:

Provides technical assistance to the Commercial Lines department performing data entry and data management duties including policy/endorsement checking and requesting/ following up on change requests.

Essential Functions:

• Work with Account Manager(s) or Team Leaders to assist in the issuance, renewal, change/update, endorsement and/or modification of policies on assigned accounts
• Perform data entry work not limited to applications, spreadsheets, insurance legal documents, mailing labels, form letters and other related documents
• Manage and distribute insurance legal documents including, evidences of insurance, certificates of insurance and automobile ID cards to clients
• Manage assigned documentation from paper to electronic form including bar coding and scanning
• Provide technical assistance to Producers, New Business Marketing Managers or Commercial Account Managers as required
• Maintain company procedures in documentation and maintenance of client information in EPIC database
• Assist in the underwriting process including ordering and researching reports and records as required for placement of new and/or renewal business
• Generate rates by manual or software/website calculations
• Verify payments with carriers and document accordingly
• Assist Producers or Account Managers in preparation for client meetings
• Prepare policy books or policies for delivery or mailing
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to Branch Managers
• Any other duties as assigned

Education/Experience:

• High School diploma or General Education Diploma (G.E.D.)
• Commercial Lines experience a plus
• EPIC experience a plus
• 4-40 or 2-20 P&C FL license required

LARGE COMMERCIAL ACCOUNT MANAGER

Job Description:

Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention

Essential Functions:

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
• Direct pro-active communication with clients
• Direct interaction with Sales Executives on any and all assigned accounts for renewal, rounding or cross-selling
• Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
• Record, report and service assigned clients’ claims and losses, or refer clients to Claims department
• Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.
• Follow company procedures regarding the documentation and maintenance of account information in EPIC system
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to the Branch Manager
• Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
• Any other duties as assigned

Education/Experience:

• High School diploma or General Education Diploma (G.E.D.)
• 3 to 5 years of commercial lines insurance experience
• Active 2-20 Property & Casualty Insurance License
• EPIC experience a plus

ACCOUNT MANAGER – MID-LARGE COMMERCIAL LINES

Position Summary:

Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.

Essential Functions:

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
• Direct pro-active communication with clients
• Direct interaction with Sales Executives on any and all assigned accounts for renewal, rounding or cross-selling
• Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
• Record, report and service assigned clients’ claims and losses, or refer clients to Claims department
• Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.

Experience/Skills:

• Five years of commercial lines insurance experience
• Active 2-20 Property & Casualty Insurance License
• EPIC experience a plus

TECHNICAL ASSISTANT – EMPLOYEE BENEFITS DIVISION

Job Description:

Provides technical assistance to the Employee Benefits Division performing data entry and data management duties including client enrollments, terminations and changes.

Essential Functions:

• Work with Account Manager(s), Marketing Managers or Team Leaders to assist in the enrollments, terminations and changes of policies on assigned accounts
• Perform data entry work not limited to applications, spreadsheets, mailing labels, form letters and other related documents
• Provide technical assistance to Producers or Account Managers, as required
• Maintain company procedures in documentation and maintenance of client information in EPIC database
• Generate rates by manual or software/website calculations
• Verify payments with carriers and document accordingly
• Assist Producers or Account Managers in preparation for client meetings
• Prepare policy books or policies for delivery or mailing
• Be familiar with and follow procedures outlined in the Non-Coverage Event Reporting Policy
• Report any omissions regarding coverage on policies to Branch Managers
• Any other duties as assigned

Education/Experience:

• High School diploma or General Education Diploma (G.E.D.)
• 1-2 years Benefits experience
• EPIC experience a plus

ACCOUNT MANAGER – EMPLOYEE BENEFITS

Position Summary:

Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention

Essential Functions:

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
• Direct pro-active communication with clients
• Direct interaction with Sales Agents and Technical Assistants on the new, renewal, rounding and cross-selling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
• Manage unresolved claims as necessary
• Request and research reports and information relevant to the placing of new and/or renewal business
• Visit clients/company decision makers during the year to discuss group needs and  solutions
• Re-market group medical/ancillary plan in current book of business as needed
• Conduct on-site open enrollment meetings for renewals each year and communicate benefit details to the organizations employees
• Follow company procedures regarding the documentation and maintenance of account information in EPIC system
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to the Branch Manager
• Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information

Education/Experience:

• High School diploma or General Education Diploma (G.E.D.)
• Three to five years of life/health insurance experience
• Active 2-15 Health & Life Insurance License