Petra Risk Solutions
Job DescriptionCommercial Insurance career opportunity with established Insurance BrokerageFor more than 34 years, our team of professionals have worked with all lines of Insurance Coverage and specialized Risk Management services. We are a growing and dynamic organization, looking for sharp, professional, licensed, Account Managers to join our team.Advantages of working with our team:Specialized markets and programsSupport staff with experience in a niche industryCross-sales & new business opportunitiesJOB SUMMARYPerform the essential functions of a primary support role for assigned insured clients within a target market. Provide positive interaction, with prompt, accurate and courteous service to Clients; Account Executives and Producers; Marketing and Carrier Representatives. Grow and develop talents and insurance knowledge to the highest level possible, through a combination of educational programs and experiential (on-the-job) training.DUTIES AND RESPONSIBILITIESAssume responsibility for designated insured accounts;Review policies, endorsements, audits and applications for accuracy;Document discrepancies/errors and request corrections from insurance carrier;Prepare and send endorsement requests to carriers;Request property valuation reports;Request updated renewal information, from insured clients;Create & update spreadsheets, using Excel;Prepare account submissions, which includes completing applications, supplemental forms and other information needed for policy renewal;Assist in preparing proposals and associated materials for Sales presentations;Obtain binding conditions/subjectivities from clients;Delegate specified tasks and assignments to Assistant Account Managers, as appropriateIssue Certificates of Insurance with appropriate corresponding, required documents upon request;Attach documents in Agency Management System;Invoice endorsements, audits and policies;Maintain a suspense system to follow up on outstanding items in a timely manner;Maintain electronic files in an orderly, up-to-date manner;Service accounts in a manner to eliminate E&O exposures;Maintain regular, pro-active communication with service team members;Assume other job responsibilities as assignedExperience and SkillsKnowledge, Skills & Abilities: EDUCATION, EXPERIENCE, KNOWLEDGEBachelor's degree (BS/BA) is preferred; or equivalent combination of education and insurance mercial insurance experience is required.CA Property and Casualty Broker License is required.QUALIFICATIONSEffective oral and written communication skills;Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts;Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulationsAbility to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentagesAbility to solve practical problems and deal with a variety of concrete variablesSet priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilitiesStay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performanceProficient use of Windows, Microsoft Word, Microsoft Excel, Outlook, the agency management (TAM) software system and office equipmentType 45-50 wpmProfessional work ethicJob BenefitsOur Compensation Package includes:401 K PlanGroup medical, dental, life, vision & supplemental insurance plansPaid time offContinuing education benefitsFlexible scheduling and telecommuting optionsExcellent work environment