Account Manager - Hybrid Brookfield, WI

Charles Taylor • Brookfield, WI

3d • Hybrid

About The Position

Charles Taylor is a highly successful global provider of professional services to the insurance industry. We are seeking an experienced Account Manager to join our team. This is a hybrid role working from the Brookfield, WI office. Job Summary The Account Manager is responsible for managing all of the underwriting components for the schools program of the Community Insurance Corporation.

Requirements

• Proficient in the full Microsoft Office suite, with intermediate to advanced expertise in Excel
• Quick to learn and adapt to new office management systems, technologies, and equipment
• Demonstrated ability to establish and maintain effective working relationships
• Excellent written and verbal communication skills
• Highly organized with strong time-management and prioritization abilities
• Exceptional attention to detail and commitment to accuracy
• Customer-focused with a professional and service-oriented approach
• Flexible and adaptable, embracing change and continuous improvement in workflows
• Able to work independently while effectively following directions
• Exhibits strong attention to detail and understand its importance to the business
• State of WI Insurance Producer License-Property and Casualty designation
• High School education
• 1-3 years of experience in an underwriting department of a commercial insurance company

Responsibilities

• Prepares and processes new and renewal quotes and policies for schools program working with external agents
• Processes new and renewal submission requests, collection of underwriting data
• Prepares liability rating sheets and premium calculations
• Prepares work comp calculations based on payroll provide
• Evaluates loss runs/loss ratio and prepares analysis of loss history and exposure
• Utilizes the Office Management Systems (Origami) for collecting, monitoring, and processing submissions
• Collects and submits necessary information to carriers as applicable for coverages as necessary (such as equipment breakdown and crime coverage)
• Binds and issues policies with external carriers as well as in Origami system, confirming that all details have been input correctly
• Processes invoices and other documents as needed for accounting department
• Provides customer service to agency force as well as clients, by answering coverage questions, generating loss runs, issuing certificates and reviewing additional insureds, and evaluating coverage needs for the schools program to both internal and external clients
• Creates specified reports or custom ad hoc for clients, management, and reinsurers as needed
• Maintains files of related documents and forms electronically and hard copy for insureds according to record retention policy
• Maintains program and client records and expiration schedules to provide timely processing of new and renewal accounts
• Provides assistance and back up support to other programs and projects within the underwriting department
• Minimal, may travel on occasion for trainings or seminars; Travel is intrastate.

Benefits

• Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, disability, life insurance and 401(K) with match.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED