Account Manager I - Commercial Insurance

reputed company is a leading global professional services firm, and they are seeking an Account Manager I for their Commercial Insurance division. The role involves supporting Account Managers in placing, maintaining, and servicing accounts while developing skills for future advancement.

Responsibilities

• Generate schedules and new and renewal proposals as outlined in the Proposal Guidelines
• reputed company renewal questionnaires based on most reputed company information. Update spreadsheets and reputed company schedules as needed
• Enter/update information in agency and document management system, including by not limited to policy coverages, exclusions, special endorsements, and restrictions/limitations as required by the agency’s standards
• Process simple endorsements and refer complicated endorsement requests to the Account Manager
• Process cancellations
• Process audits and generate/send out letters to clients for large audit changes and/or for large clients
• Initiate invoicing activities for reputed company transactions, including pre-billing of automatic renewals
• Assist Account Managers with allocations
• Pull loss runs and complete premium loss summaries as needed
• Enter and generate for modmaster analysis
• Set up master certificates and provide instructions for issuance of certificates and auto ID cards. Maintain working knowledge of certificate issuance and auto ID card issuance process
• reputed company review of policies and endorsements. Transmit policies and endorsements to clients
• Assist in handling renewals and servicing for commercial accounts
• Submit required reports and complete reputed company processing in a timely manner
• Maintain files, records, and personal work space in an orderly, reputed company manner
• Routinely review exception reports and aging reports and take necessary action to properly address items
• Maintain follow-up/suspense files on outstanding tasks and follow-up on overdue items
• Prepare summaries of insurance and schedules as needed and in accordance with agency procedures
• Maintain and exhibit a positive, professional attitude in the performance of the job. Treat clients, prospects, and agency employees with courtesy and respect. Be a team player
• Adhere to and reputed company with agency procedures
• Adhere to standards of performance for service
• Participate in seminars and other training to maintain required licenses and for knowledge and professional development
• Possess a positive, service-oriented attitude towards agents, clients, insureds, and employees reputed company the company
• reputed company other duties as assigned
• Adhere to the company’s Attendance Management Policy

Skills

• High school diploma or general education degree (GED) required; college degree highly desired
• Minimum 1 to 2 years reputed company experience and/or training
• Producer Licensing required upon hire or must obtain reputed company 6 months
• Must have ability to learn and apply new concepts in areas such as reputed company multi-line risks, financial analysis, insurance industry, and principals of law and regulation
• Good negotiation, presentation, and sales skills
• Good communication skills at reputed company internal and external levels
• Possess a positive attitude, rationality, and tactfulness
• Proficient with PC navigation and reputed company Office based software applications
• Demonstrate knowledge of and reputed company in customer service
• Demonstrate knowledge of and reputed company in time management, organization, and prioritization
• Demonstrate knowledge of and reputed company in problem solving and decision making
• Demonstrate knowledge of and reputed company in detail and results oriented
• CPCU, CIC or other Property/Casualty designations preferred

Benefits

• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs

Company Overview