Personal and Commercial Account Technician

$30,000 - $79,000/Yr

MG Risk Advisers - Dallas, TX

Full-time

Onsite - Dallas, TX

Insurance Carriers and Related Activities

About the position

The Personal and Commercial Account Technician at MG Risk Advisers Inc. is responsible for coordinating the handling and servicing of assigned accounts, ensuring accuracy in policy documentation, and providing support to Account Managers and Producers. This role involves a variety of administrative tasks, including data entry, client correspondence, and quality control to maintain high standards of customer service.

Responsibilities

• Coordinate the handling and servicing of assigned accounts with the Account Manager/Producers.
• Check policies and endorsements for completeness and accuracy.
• Prepare policies for delivery to clients.
• Review and process change requests in the agency management system.
• Enter data as required by insurance company automation systems.
• Market clients to our carriers and assess which policy fits the needs of the client.
• Provide support to the Account Manager/Producer on pre-renewal processes.
• Handle correspondence and clerical processing of accounts including applications and transactional file maintenance.
• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required.
• Order motor vehicle reports and loss runs as required.
• Maintain an accurate suspense system on all items that require a response.
• Develop complete familiarity with all forms and paperwork including their intent and purpose.
• Implement a quality control review process to assure the production of quality work and excellent customer service.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by Manager.

Requirements

• 1-2 years insurance brokerage or property casualty insurance underwriting assistant or underwriting experience preferred.
• High School Diploma; Associates degree or College degree preferred.
• Exceptional customer service skills.
• Strong reading comprehension and analysis skills.
• Strong data entry skills.
• Strong written and oral communication skills.
• Strong organization and follow-up skills.
• Ability to exercise independent judgment.
• Ability to effectively work in a team environment.
• Ability to work well under pressure and to quickly adapt to new situations.
• Proficient in Word, Excel, and internet utilization.
• Nexsure experience preferred but not required.