Account Manager

About This Role

This Account Manager role involves serving as a primary point of contact for clients, applying insurance principles to daily situations, and developing coverage strategies and plans for various accounts within the agency.

Responsibilities

• Perform daily service on assigned tasks by Producers and/or Account Executives according to agency procedures
• Service accounts, including quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
• Respond to client inquiries, incoming mail, and company requests on a timely basis
• Perform insurance marketing and sales activities
• Collect renewal data on assigned accounts
• Provide claims support
• Develop coverage strategies and plans as necessary
• Review new/renewal policies and endorsements for accuracy
• 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
• Keep Producers informed of all important activities on their accounts and potential problems
• Keep current with industry trends through educational seminars and classes for insurance/sales skills and license compliance
• Maintain knowledge of current underwriting requirements of contracted insurance carriers and policy provisions

Requirements

• Active Property & Casualty License
• Strong organizational skills
• Proficiency in Microsoft Word, Outlook and Excel
• Excellent verbal and written communication skills
• Strong interpersonal skills
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
• Ability to solve practical problems and interpret instructions

Qualifications

• High School diploma required, Associate Degree or higher preferred.
• Minimum of 2 years of experience in commercial lines.

Nice to Have

• Associate Degree or higher
• Minimum of 2 years of experience in commercial lines
• CPCU or special training course completion
• Applied Systems / EPIC experience
• Construction experience

Skills

* Required skills

Benefits