About the position
As our Account Manager on the Department team, you'll be responsible for the following: The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client's accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies. The Account Manager (AM) should have experience in all areas of Department insurance. As needed, the AM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The AM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOG's).
Responsibilities
- Provide the highest quality service to customers and cross sell within the existing book of business.
- Act as the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers.
- Address various coverage issues, contract analysis, exposure analysis, and issue auto ID cards.
- Handle all inside service work associated with the client's accounts, including endorsement activity, routine coverage questions, problem solving, renewal control, and preparation of formal proposals.
- Check and bind policies, ensuring accuracy and adherence to SOG's checklist.
- Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients.
- Handle cancellations timely and legally save all accounts possible with adherence to E&O guidelines.
- Prepare and provide clients with a Summary of Insurance once coverage is bound and in effect for new accounts.
- Remarket accounts as directed and follow up with AE or Producer.
Requirements
- Know the underwriting and rating procedure for all types of personal lines policies.
- Quote new business and renewal options to every client.
- Prepare proposals and applications, submit them to insured's and carriers, obtain client's signature and follow up to ensure timely responses.
- Proficient in MS Office Suite (Word, Excel, Outlook).
- Experience in all areas of Department insurance.
Nice-to-haves
- College Degree preferred (high school diploma is required).
- Current California Department of Insurance License.
- 1-2 years of experience.
- Experience with Agency Management System (i.e., EPIC, AMS 360) or other paperless insurance management system.
Benefits
- Generous time off.
- Tuition reimbursement and professional development opportunities.
- Charitable contribution match programs.
- Stock purchase opportunities.
