Mason-McBride Insurance
Commercial Lines Account Manager
Mason-McBride Insurance, Troy, Michigan, United States, 48083
At Mason-McBride Insurance, we take pride in our century-long legacy as a trusted insurance advisor. Established in 1916, our mission remains to provide guidance and protection through commercial insurance, personal insurance, and employee benefits. We are a second-generation family business where the values of our founders – integrity, professionalism, and unwavering dedication – continue to be the cornerstone of everything we do.
Responsibilities
Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Build and maintain client relationships by providing exceptional customer service.
Process all policies, endorsement changes, invoices, binders, certificates of insurance, documentation activities etc., according to agency procedures and within agency timelines.
Process customer policy change requests.
Secure all Trailing Documents from customers.
Complete Evidence of Insurance requests.
Document each client contact in eAgent.
Verify phone numbers, addresses and email addresses with each client contact and update client information.
Handle all incoming claims calls from customers and follow up.
Thoroughly understand and follow all underwriting, rating, and compliance requirements.
Ask each client for referrals and explain our referral program.
Treat each client contact as a cross and up-sell opportunity including financial products.
Maintain knowledge of new products.
Share training and education knowledge and expertise with team members.
Qualifications
Michigan Property and Casualty License
Minimum of 3 years of managing and servicing a small to mid-sized Commercial Lines book of business; premiums range from $2500 to $50,000
Multi-state Workers’ Compensation and Class Coding experience a plus
Familiarity with Surplus Lines placements and Lloyd’s market
Knowledge of Insurance guidelines
Working knowledge of AMS360 highly desired
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable
Strong communication skills, both oral and written
Possess an upbeat, positive, and enthusiastic attitude
Be a great self-starter with a sense of urgency
Must have ability to multi-task
Problem-solving capabilities
Works well with other employees and is a team player
Strong work ethic and leadership skills
Ability to tactfully handle stressful and difficult situations
Hours Monday-Friday, 8:00am-4:30pm
Office Location 3155 W Big Beaver Road, Suite 125, Troy, MI 48084
Benefits
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
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Responsibilities
Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Build and maintain client relationships by providing exceptional customer service.
Process all policies, endorsement changes, invoices, binders, certificates of insurance, documentation activities etc., according to agency procedures and within agency timelines.
Process customer policy change requests.
Secure all Trailing Documents from customers.
Complete Evidence of Insurance requests.
Document each client contact in eAgent.
Verify phone numbers, addresses and email addresses with each client contact and update client information.
Handle all incoming claims calls from customers and follow up.
Thoroughly understand and follow all underwriting, rating, and compliance requirements.
Ask each client for referrals and explain our referral program.
Treat each client contact as a cross and up-sell opportunity including financial products.
Maintain knowledge of new products.
Share training and education knowledge and expertise with team members.
Qualifications
Michigan Property and Casualty License
Minimum of 3 years of managing and servicing a small to mid-sized Commercial Lines book of business; premiums range from $2500 to $50,000
Multi-state Workers’ Compensation and Class Coding experience a plus
Familiarity with Surplus Lines placements and Lloyd’s market
Knowledge of Insurance guidelines
Working knowledge of AMS360 highly desired
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable
Strong communication skills, both oral and written
Possess an upbeat, positive, and enthusiastic attitude
Be a great self-starter with a sense of urgency
Must have ability to multi-task
Problem-solving capabilities
Works well with other employees and is a team player
Strong work ethic and leadership skills
Ability to tactfully handle stressful and difficult situations
Hours Monday-Friday, 8:00am-4:30pm
Office Location 3155 W Big Beaver Road, Suite 125, Troy, MI 48084
Benefits
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
#J-18808-Ljbffr