Account Associate for Commercial Lines

Lovitt & Touche

(Tucson, Arizona)
Full Time
Job Posting Details
About Lovitt & Touche
As one of the largest insurance agencies in the United States, with nearly 200 employees in three offices and over $400 million in total premiums – Lovitt & Touché has the experienced personnel and financial strength to solve your insurance problems all over the world.
Summary
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.
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
Ideal Candidate
**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

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