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Property And Casualty Job In M3 Insurance Solutions At Madison,
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Property And Casualty Account Manager

  • Full-Time
  • Madison, WI
  • M3 Insurance Solutions
  • Posted 3 years ago – Accepting applications
Job Description

Customer Management/ Service

  • Provide client service for assigned books of business, including but not limited to responding to customer issues regarding policies, coverages, claims and accounting/billing.
  • Meet with Account Executive(s) on a regular basis to discuss workload, appointments, and weekly goals.
  • Process new and renewal policies in Epic, verifying requested coverages, and reviewing policies for accuracy.
  • Order and process customer requests for policy changes, and perform any follow-up work.
  • Prepare binders, certificates of insurance, cancellations, reinstatements and other related insurance forms required by customers.
  • Take customer claim reports and follow up as needed.
  • Process special functions as needed by client. These duties may include assisting with premium breakdowns, loss analysis reports, dividend calculations, and researching coverages.
  • Assists in handling carrier inquiries.

Marketing

  • Work with Account Executive(s) and underwriters on new business and renewals; review policies to ensure proper issuance.
  • Prepare applications and related information for submission on new and renewal business, based on information provided by AE or client. AEs are primarily responsible for gathering this data.
  • Prepare proposals for new and renewal business, meeting deadlines relating to appointments and policy expirations.

Administrative Duties

  • Organize and prioritize workflow pertaining to assigned book of business.
  • Maintain professional skills with continuing education for further development and understanding of property/casualty insurance agency system.
  • Maintain efficient, and positive relationships with AEs, other agency staff, clients and carriers.

Qualifications

Education

Required
High School or better.

Experience

Preferred
Bachelor’s degree or minimum of two years property and casualty insurance agency or company experience or education in commercial insurance

Licenses & Certifications

Required
OTH - DL

Preferred
INSL - Casualty

INSL - Property

Job Type: Full-time

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