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Form of workPrimary Purpose: Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.
Essential Responsibilities:
- Communicate with customers on all facets of their account service needs (i.e. polices, endorsements, audits, proofs of coverage, cancellations)
- Processes new/renewal summaries and proposals
- New and renewal marketing to carriers
- Support all efforts of account retention and growth of existing book of business
- Assists with account rounding, offers of new coverage
- Handle claims in absence of agency claims coordinator or in response to catastrophic event
- Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
- Invoice all new business and renewal policies
- Check new business and renewal policies against applications and binders
- Keep client and policy information in agency management system up to date according to procedures
- Contact insured as needed for collecting outstanding balances according to procedures
- Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to procedures
- Keep P & C license active and increase insurance knowledge by attending continuing education classes
- Attend in office meetings as necessary
- Assist the service team and producer as needed
- Handle other duties as assigned
- Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills and Competencies:
- Current P&C license
- Minimum of 3 years Commercial Lines account management experience
- Excellent oral and written communication skills
- Strong attention to detail
- Computer skills (Word, Outlook, Excel)
- Dependability and punctuality
Desired Skills and Competencies:
- Experience on Applied software
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