Account Manager

Description: * Strong working knowledge of commercial property/casualty coverages and services * Firm understanding of general insurance concepts and accounting * Demonstrates a strong understanding of the elements of marketing and has the ability to assist in the marketing process * 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* Ability to organize and manage time to prioritize heavy workloads to meet time sensitive deadlines* Understand when to proceed alone and when to involve Account Executive or Unit Manager* 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 Qualifications: * Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent* Three to five 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

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