Account Manager
About The Position
THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions. Manages the entire account service process Reviews applications, renewal requests to determine marketing strategy Markets to carriers and negotiates rates and terms Prepares quotes and proposals Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards Binds policies Assists with audits, as necessary Coordinates premium financing, as necessary Collaborates/ assists the Producer with client meetings, strategy sessions May oversee and direct more junior-level team members WHAT YOU BRING TO THE TABLE.
Requirements
- 4+ years of related commercial insurance experience within a brokerage environment
- HS diploma or GED
- Holds an insurance license in good standing
- Effectively interacts with all levels within the organization
- Computer proficient with MSOS, Outlook, agency management systems (Epic preferred)
- Required “soft skills”: efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail
Responsibilities
- Manages the entire account service process
- Reviews applications, renewal requests to determine marketing strategy
- Markets to carriers and negotiates rates and terms
- Prepares quotes and proposals
- Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards
- Binds policies
- Assists with audits, as necessary
- Coordinates premium financing, as necessary
- Collaborates/ assists the Producer with client meetings, strategy sessions
- May oversee and direct more junior-level team members
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
