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Commercial Account Manager

Job Field: Office Jobs
Location: BELLINGHAM, WA
Salary: $-
Job Type: Part Time
JOB SUMMARY:
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               <td align="left"><font style="font-size: 100%;">Commercial Account Manager<BR>September 09, 2012 - December 31, 2012<BR>Location: Bellingham, WA<BR>Salary Range: DOE<BR>Exempt/Non-Exempt: Non-Exempt<BR>Benefits: Full Benefits Package<BR>Employment Type: Full Time<BR>Department: Commercial Insurance<BR>Description: The Unity Group, an employee owned insurance and financial services company, is looking for a Commercial Account Manager to join our team.<BR><BR>Job Summary:  Serving as Account Manager on an assigned CID book of business, this position is responsible for meeting the day-to-day servicing needs of the Commercial client including: account renewals; endorsements; preparation of policy binders; certificates of insurance; account marketing; and claims processing? as well as marketing new or prospective clients to carriers.<BR>Duties: Essential Functions of the position include but are not limited to the following:<BR>* As a CID Account Manager, fulfill ongoing service needs for assigned CID Book of Business.<BR>* Coordinate expirations with Producer and obtain from Producer and/or client necessary renewal and/or new business information for submission to carriers/carriers. Follow-up during process with client and carriers.<BR>* Market new and renewal business; prepare analyses of alternative carrier proposals; prepare marketing materials and client presentations.<BR>* Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.<BR>* Prepare accurate and timely bills for delivery to client; work with Accounting department to resolve billing/payment/carrier statement issues on a timely basis.<BR>* Serve as a facilitator with regards to calls and/or correspondence from clients and carriers regarding insurance, claims, and/or administrative problems, with a goal of successful and efficient problem resolution.<BR>* Stay abreast of ongoing industry practices, trends and regulations through participation in departmental meetings and educational events as well as through continuous attention to industry briefs, updates and legislative news.<BR><BR>Qualifications: Required Interpersonal Skills/Abilities:<BR>* Enthusiasm: must be team-oriented, expressive, positive, highly energetic and results-oriented.<BR>* Conscientiousness: must maintain, and achieve, a very high standard of professional and personal excellence.<BR>* Analytical Abilities: must be a quick study of complex problems/situations, have highly developed analytical skills, as well as be a logical and intuitive thinker.<BR>* Organizational Skills: must be comfortable and adept at multi-tasking and prioritization, for self as well as for others.<BR>* Communication Skills: must possess excellent written and oral communication skills.<BR><BR>Minimum Qualifications:<BR>* Minimum four years experience in a professional office environment or customer service role.<BR>* Overall proficiency with software systems, highly level of computer literacy.<BR>* Intermediate-level proficiency in Excel and Word.<BR>* Ability to quickly learn and apply new software/systems.<BR>*                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        </font></td>
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