Account Manager

Role Overview

• Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., customer service and administrative support affecting brokers/insureds from initial submission through policy issuance, policy changes and renewals).
• Participates with Account Executives/Underwriters in the new business and in force activities that support underwriting decisions that are consistent with business unit growth and retention goals
• Partners with Account Executives/Underwriters to establish support needs for new and in force policies (i.e., identify/gather relevant account information to quote and/or bind the policy etc.)
• Participates in pre-renewal meetings to define assignments
• May prepare underwriting/pricing exhibits (i.e., exposures, experience rating, profit and loss analysis, expense models, updated account information, etc.)
• Manages account documentation (i.e., proposals, agreement letters, reinsurance certificates, collateral agreements, policy change, endorsements, cancellations, broker record changes, letters of experience etc.)
• Ensures accurate and timely servicing and billing of accounts
• Communicates with brokers/agencies, insureds/customers and internal departments. (i.e., researches and resolves issues, responds to inquiries and questions)
• Quotes accounts within authority limits by reviewing exposures and experience rating, updating account information, rates and adjusts the price
• Provides information for regulatory compliance (i.e., statutory filings, proof of insurance, certificates)
• Provides administrative support and other related services as needed (e.g., input account information into system)
• Participates in projects/assignments as needed
• Perform other duties as assigned

Requirements

• College Diploma
• 1 year of insurance industry experience
• Intermediate time management skills and ability to prioritize daily assignments
• Must be highly organized with ability to handle multiple tasks simultaneously to meet deadlines
• Advanced attention to detail
• Advanced verbal and written communication skills required to manage customer service requests, provide information to Insurance professionals and to respond to oral and written instructions
• Intermediate computer skills and ability to learn new applications in a department with the most the most advanced and continually improving computer platforms and emerging technology and tools
• Intermediate Microsoft Office (Excel, Word and PowerPoint) skills
• Advanced data entry skills.

Benefits

• Employees and their eligible family members – including spouses, domestic partners and children – are eligible for coverage from the first day of employment.