2000 - Agency Account Manager

Williston Financial group•Irvine, CA

1d•Onsite

About The Position

The Agency Account Manager is a contributory liaison working with Agency Sales Reps to proactively manage client relationships and successes, ensuring the achievement of agent expectations while providing excellent customer service. This position requires excellent communication skills to help build relationships and partner with agents and Agency Sales Representatives to achieve these goals.

Requirements

High school diploma or equivalent.
Strong Oral and written communication skills.
Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
Ability to multi-task and work in a fast paced environment; strong organizational skills.

Nice To Haves

Bachelor’s degree in business, finance or related field.

Responsibilities

Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
Support the Agency Sales Representatives regarding activities related to all assigned accounts such as remittance processing, A/R clean up, E&O renewals, etc.
Support the Agency Sales Representatives during their customer on-site visitations and presentations (on site and virtual).
Collaborate with aligned Agency Sales Representatives to identify and implement efficiencies in the remittance, audit and compliance processes.
Support Agency Underwriting Counsel as needed.
Liaise between Agency Support and the Agent regarding AMS needs, including: user log in issues, appointments, and cancellations, executions of and amendments to Schedule A.
Resolve outstanding inventory with the Agents once/quarter.
Run and distribute premium report to team once/week.
Process refund and write off requests.
Support Agency Sales Representative with regard to the distribution, processing and approval of new applications.
Assist with Continuing Education compliance.
Maintain and service any existing agents that may be assigned to you.
Maintain and service any existing agents that may be assigned.
Additional duties as assigned.