Second generation agency seeks an experienced Commercial Lines Account Manager to join their tenured team. You will be responsible for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and evidence of insurance, assisting with claims, handling new business and renewals, including applications, marketing/rating of policies, preparation of quotes, and proposals, ordering/binding coverage with carriers. Comprehensive benefits program and work-life balance culture.
Requires at least 5 years of experience from the Agency side, providing a variety of products and services. Generating new business for Home, Auto, Life, etc., marketing and rating policies, preparing quotes and proposals, taking payments and responding to billing issues. Process renewals, reinstatements, cancellations. Heavy calendar maintenance, requiring strong organizational and follow up skills. Assist with the claims process. Also requires excellent problem solving and customer service. Seeking an outgoing, upbeat customer service demeanor, and excellent phone skills.
Knowledge of all aspects of AP/AR, CAMS reconciliations. Ensure tenants are being billed accurately, timely and efficiently in accordance with lease stipulations. Review tenant leases to ensure the expense participation for CAM, Tax and insurance is setup correctly. Identify and abstract into the financial system revenue share obligations, utilities, fees, property taxes, or other obligations related to land leases. Verification of lease compliance for all lease-related payments to the tenant, including base rent, percentage rent, operating expense (CAM), real estate tax and insurance obligations. Coordinate with property management to ensure utility billing is correct. Monitor and follow-up tenant accounts for non-payment or delayed payment. Sort, post and enter daily receipts into the AR module using Yardi Voyager accounting software. Handle all tenant AR related inquiries via phone or email.