Account Manager

Acrisure•Roseville, CA

19h•Onsite

About The Position

Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors; they develop coverage strategies and plan with occasional guidance or direct supervision.

Requirements

Active Property & Casualty License Required.
Strong organizational skills- the ability to discern priority and initiative.
Computer skills, specifically Microsoft Word, Outlook and Excel.
Excellent verbal and written communication skills as well as strong interpersonal skills.
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
Applied Systems / EPIC experience is a plus.
Knows and applies principles of insurance to everyday situations.
High School diploma.
Minimum of 2 years of experience in personal lines.

Nice To Haves

CPCU or special training course completion is a plus.

Responsibilities

Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Develop coverage strategies and plans as necessary.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Review new/renewal policies and endorsements to ensure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
Document all activities in agency management system (Applied Systems / EPIC).
Understand and utilize upload, download, and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers.
Maintain knowledge of policy provisions and any changes in these provisions.
Complete other functions and assignments assigned including backup duties.