Primary Purpose:

Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.

Essential Responsibilities:

• Communicate with customers on all facets of their account service needs (i.e., policies, endorsements, audits, proofs of coverage, cancellations)
• Processes new/renewal summaries and proposals
• New and renewal marketing to carriers
• Support all efforts of account retention and growth of existing book of business.
• Assists with account rounding offers of new coverage.
• Handle claims in the absence of an agency claims coordinator or response to catastrophic events.
• Verify that all policies are bound with insurance companies in writing before or on the policy's effective date.
• Invoice all new business and renewal policies.
• Check new business and renewal policies against applications and binders.
• Keep client and policy information in the agency management system updated according to procedures.
• Contact the insured as needed to collect outstanding balances according to procedures.
• Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled in an accurate and timely manner according to procedures.
• Keep P & C license active and increase insurance knowledge by attending continuing education classes.
• Attend in-office meetings as necessary.
• Assist the service team and producer as needed.
• Handle other duties as assigned.
• Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA)

Minimum Required Skills & Competencies:

• Current P&C license or ability to obtain upon hire.
• Prior commercial lines industry experience.
• Excellent oral and written communication skills.
• Strong attention to detail.
• Strong organization and prioritization skills.
• Computer skills (Word, Outlook, Excel).

Desired Skills & Competencies:

• 3 years of commercial lines account management experience.
• Experience in Applied software.

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

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