The Account Manager is responsible for providing sales support at the direction of Account Executive and/or Producer. The Account Manager provides customer service by handling the day to day operations of clients' insurance needs. The Account Manager works with the Producer and Account Executive to design proper insurance and risk management services for clients.
Completes applications and develops client information for new and renewal business under the direction of the Producer, Senior Account Executive, or Account Executive. Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer and/or Account Executive, and submits requests to carriers according to the renewal process timetable, follow up with carrier underwriters and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.
Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to the client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
Maintains files with proper records according to company procedures. Maintains good internal file audit results.
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.
Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
There are no supervisory responsibilities for this position.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED); 3 years of Commercial Insurance related experience and/or training; or equivalent combination of education and experience. Post secondary degree preferred.
Certificates, Licenses, Registrations
Property & Casualty License
Other Skills and Abilities
Knowledge of insurance markets. Strong problem-solving skills. Intermediate Excel skills a plus.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.