Commercial Account Manager (Insurance)

Location: 2201 West Congress Street, Lafayette, Louisiana 70506, United States of America

Company

hirify.global provides commercial insurance agency and client service operations.

What you will do

• Maintain client insurance programs using the agency management system.
• Generate surveys and renewal applications, prepare loss summaries, renewal proposals, insurance schedules, policies, and client certificates.
• Process premium finance requests, policy audits, monthly reports, coverage changes, endorsements, invoices, and accounting discrepancy resolution.
• Manage client use of the certificate program and provide training as needed.
• Communicate with clients, insurance carriers, vendors, and co-workers while coordinating outsourcing team usage and quality.
• Complete Kaplan Pictorials, work toward CISR or an equivalent designation, and provide guidance or quality checks for others' work.

Requirements

• College degree preferred.
• Ability to multitask, prioritize work, and use basic word-processing and spreadsheet tools.
• Operational knowledge of Windows-based applications, including Excel and Word.
• Ability to work overtime due to the cyclical nature of the business.
• Demonstrated success servicing multiple client renewals under the mentorship of a Commercial Account Manager or trainer.
• Ability to understand insurance contract requirements for certificates, verify endorsements and invoices, communicate with carriers and clients, and become proficient with premium analysis software.

Culture & Benefits

• Team-based environment focused on client service, cooperation, problem solving, confidentiality, diplomacy, and tact.
• Competitive salary and comprehensive health and welfare benefits.
• Tuition assistance, 401(k), employee assistance program, career mobility, employee network groups, and volunteer opportunities.
• Occasional overtime may be required during cyclical business periods.

Hiring process

• Applications are submitted through the hirify.global careers application.