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Account Associate (Commercial Lines)

Employer
Lovitt & Touche
Location
Tempe, Arizona
Salary
Not Specified
Closing date
Oct 24, 2019

View more

Category
Broker / Agent, Claims
Job Type
Not Specified
Career Level
Not Specified

Job Details

Position Overview
The Account Associate position assists in supporting the day-to-day service to our clients or carriers at the direction of the Account Managers and/or VP, Commercial Lines.

Principal Duties and Responsibilities

  • Process changes to the policies at the direction of the Account Manager, to be sent to the carrier
  • Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Account Manager
  • Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations
  • May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications
  • Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Account Manager
  • May assist in updating client’s loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters
  • May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Account Manager
  • May rate and issue company specific endorsements
  • Conduct all business in accordance with established policies and procedures
  • Other duties as assigned


Knowledge, Skills and Abilities
Required:

  • High School Diploma or GED
  • 1+ years in commercial lines insurance
  • Ability to obtain Arizona Property/Casualty license upon hire
  • Ability to effectively communicate, both written and verbally, to internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, vendors and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

  • Some college or technical training in related discipline
  • Previous EPIC experience


Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods

Lovitt & Touche

Company

Headquartered in Arizona, Lovitt & Touché is part of the Marsh & McLennan Agency serving Arizona and the Western region. As a subsidiary of Marsh LLC, a leading global insurance broker and risk management advisor, we offer world-class business insurance and risk management solutions, personal insurance, bonds and surety, and employee benefits solutions.

Our success is rooted in a client-centric philosophy and mission to develop quality programs, underwritten by sound companies, delivered by exceptional employees. We value long-term partnerships and continually strive to exceed clients’ expectations — whether by identifying cost-saving opportunities, enhancing workplace safety, mitigating risk factors or settling claims.

Despite our size, Lovitt & Touché retains the close-knit, collaborative atmosphere that we were founded with in 1911. Leadership fosters a positive, community-focused culture that prioritizes employee wellbeing, professional growth, innovation and creativity. Moreover, new ideas are encouraged and valued, contributing to workplace loyalty and satisfaction.

We regularly are recognized for our workplace practices and company culture. We are proud to be recognized as one of the Top Companies to Work For in Arizona by the Best Companies Group since 2013, as well as one of the Most Admired Companies in Arizona by Az Business since 2015. We also are consistently featured as one of the Best Places to Work and a Top Insurance Broker by Ranking Arizona. We are honored to be named one of “The Valley’s Healthiest Employers” since 2012 by the Phoenix Business Journal and were the first company to be awarded the Gold seal by Healthy Arizona Worksites in 2014.

Company info
Website

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