Petra RMS is seeking a full-time Commercial Lines Account Management Support role in the Birmingham, AL area to provide service support to an established book of commercial accounts. This is a training role with the goal of transitioning to a Commercial Lines Account Manager role.

Primary Responsibilities:

• Review Policies for accuracy and completeness
• Follow up with clients and insurance companies regarding insurance policy outstanding items (e.g. outstanding A/R, copies of policies, endorsements, etc.)
• Issue Certificates and Auto ID Cards
• Make general changes to client information within agency management system
• Add/Delete: Vehicles, Drivers, Equipment
• Inputs client policy transactions in accordance with company guidelines
• Documents all activity related to a customer/policy in agency management system
• Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
• Provides prompt, accurate, and courteous service to customers, producers, account executives and company personnel
• Improves insurance skills and knowledge by seeking out educational opportunities

Desired Skills:

• Possesses strong computer knowledge and skills including experience with Microsoft Office programs
• Possesses excellent organizational skills, is detail oriented, problem solver, and self-starter
• Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
• Has the ability to perform multiple tasks in a complex working environment accurately and proficiently

Education/Experience:

• Preferred experience within the Insurance industry, specifically Property and Casualty field
• Preferred experience working within the Applied EPIC system
• College Degree Preferred

Please note, Petra RMS is a Sunstar Insurance Company. We offer a very competitive employee benefits package. We also offer flexible working schedules with a combination of remote and in-office work options.

Petra RMS is proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.

Please contact Jen Hester (jhester@petrarms.com  205-719-2926) and Eric Williamson (ewilliamson@petrarms.com  205-719-2929)