[Remote] Account Manager - Bonds
Note: The job is a remote job and is open to candidates in USA. Legacy Risk Solutions is seeking an Account Manager specializing in Bonds to service clients by handling new business installations, renewals, and various service needs. The role involves managing client communications, overseeing billing, and ensuring proper documentation while maintaining a strong focus on teamwork and collaboration.
Responsibilities
- Places client calls & provides correspondence
- Oversees billing for all AB policies & collection along with producer
- Manages renewals
- Prepares submissions
- Provides correspondence with carriers and customers for premium bearing change requests/endorsements
- Addresses and receive non renewals with producers/clients
- Premium bearing audits and large audit increase correspondence with insured/producer
- Manages ImageRight documentation and file labeling upkeep
- The Bonds Manager performs other related duties and tasks as necessary or as assigned
Skills
- Experience in Bonds
- Must have a High School diploma or equivalent. College degree preferred
- Active Property and Casualty Insurance License
- Minimum 4 years of insurance experience
- Proficiency in Microsoft Windows, Office 365, Word, and Excel
- Must have Agency Management System Experience
- Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines
- Excellent oral and written communication skills to articulate key information
- Initiative and willingness to take on additional responsibilities
- High emphasis on teamwork, collaboration, data analysis, and process innovation
- Self-starter and work with direction and taking ownership of areas of responsibility
- Detail-oriented
- College degree preferred
- AMS360, EPIC and ImageRight experience preferred
Benefits
- Health, dental, and vision benefits package
- Flexible Spending Account and 401k Plan with matching
- Life Insurance, Short & Long Term Disability, Accident, Critical Illness, etc.
- Generous PTO package
Company Overview