Account Manager

Job description

Job Summary

- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions

- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier

- Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications

- Requests and collects quotes (new and renewal) from carriers

- Audits quotes, binders, and endorsements and makes requests for changes as needed

- Processes audits and creates audit analysis for Client

- Receives policy, then updates and completes policy check to ensure completeness

- Updates specifications, application, and summary information to reflect changes during the year

- Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff

- Binds coverage under direction of the Unit Manager/Account Executive

- Informs Client of any and all changes that may affect insurance premiums or coverage

- Gathers and compiles information for new business opportunities

- Inputs Client information into data management system, ensuring accuracy and completeness

- Generates materials for Client presentations and meetings

- Creates and sends compliance communications as needed

- Issues and processes Client invoicing

- Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies

- Researches industry trends and governmental regulations

- Performs other responsibilities and duties as needed

Requirements

- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

- Typically three to seven years of Client services experience is required

- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

- Strong verbal and interpersonal communication skills required

- Understands industry trends and governmental regulations

- Ability to complete continuing education requirements as needed

- Ability to attend company, department, and team meetings as required, including industry training sessions

- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information

- Ability to efficiently organize work and manage time in order to meet deadlines

- Ability to travel by automobile and aircraft

- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

- Ability to work on a computer for a prolonged amount of time

- Ability to work outside of normal business hours as needed

- Legally able to work in the United States