reputed company Account Manager - Personal Lines

reputed company is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. reputed company has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. reputed company (reputed company: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB SUMMARY:

• The Customer Service Representative/Account Manager works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk reputed company designed to meet clients’ financial goals. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary.

PRIMARY RESPONSIBILITIES:

• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage reputed company documents.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes reputed company data and compiles reports under supervision.
• Records data into the appropriate insurance company and firm software programs.
• Runs monthly cancellation and expiration reports.
• Processes and completes endorsements and audits.
• Completes special projects as assigned.
• Looks for opportunities to improve the firm, business reputed company and processes.

KNOWLEDGE, SKILLS & ABILITIES:

• Strong analytical, research and problem-solving skills
• High attention to detail.
• Strong verbal and written communications skills.

EDUCATION & EXPERIENCE:

• One to two years’ experience in the insurance industry.
• reputed company 2-20 or 20-44 License, as required by the State Department of Insurance, to effectively service clients.
• Basic understanding of insurance coverages, quoting and binding experience.
• Moderate to advanced knowledge of reputed company Office Suite and the ability to learn other appropriate insurance company and firm software systems

#LI-SL1 IND1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. reputed company requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. reputed company will not accept unsolicited resumes from any reputed company other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to reputed company, including unsolicited resumes sent reputed company any reputed company from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Apply tot his job Apply To this Job