12 дней назад
Account Technician (Commercial Lines)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Technician (Commercial Lines): Supporting Commercial Lines Service Teams by completing client-facing insurance account tasks with an accent on accurate documentation, workload prioritization, and timely communication. Focus on processing endorsements and invoices, preparing loss summaries and renewal applications, managing policy and client portal records, and maintaining quality under oversight.
Location: Hybrid; ability to work within an IMA office 50% or more of the time is required. Limited travel of less than 25% is required.
Company
is an independent insurance company with an employee ownership model and commercial insurance operations.
What you will do
- Support Commercial Lines Service Teams through AMS, email, phone, and in-person communication.
- Complete Account Manager tasks in Epic that are linked to client-facing work products.
- Prepare auto ID cards, claim reporting instructions, premium and loss summaries, renewal applications, and audits.
- Process endorsements, invoicing, renewal invoicing, experience modification orders, and electronic filings.
- Order MVRs and loss runs, populate individual loss run data, and build and upload folders to the client-facing portal.
- Monitor and prioritize workload, meet deadlines, maintain accuracy, and complete special projects.
Requirements
- High school diploma required; bachelor's degree or equivalent experience preferred.
- Strong computer proficiency and experience with Microsoft Office, including Outlook, Word, and Excel.
- Up to six months of similar or related experience preferred.
- Ability to work with a high degree of oversight and accountability for quality and efficiency.
- Professional designation or license must be attained and maintained.
- Agility, self-direction, interpersonal, communication, and technology skills.
Culture & Benefits
- Annual performance bonus and employee stock purchase opportunities.
- Medical, prescription, dental, vision, FSA, HSA, and family assistance programs.
- 401(k), life and disability insurance, accident coverage, and other financial protection benefits.
- Paid time off, paid holidays, flexible work options, and sabbatical leave.
- Well-being stipend, gift matching, and personal and professional development support.
- Team-oriented environment with an emphasis on diversity, equity, inclusion, and associate ownership.
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