What are the responsibilities and job description for the P&C CL - Assistant Account Manager position at Stephens Default?
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Provide exceptional customer service and support all aspects of our client's personal insurance needs in a professional manner.
- Assist in the production of new high net worth accounts and the retention of renewing accounts.
- Perform annual reviews with clients providing stewardship reports, schedules, and proposals for insurance.
- Handle account maintenance, endorsements, invoicing, file setup and maintenance, premium finance arrangements, and internal and carrier-related accounting issues.
- Communicate effectively with clients and carriers, reviewing policy and premium agreements, and processing policy transactions throughout the year.
- Issue binders, certificates of insurance, automobile ID cards, and other requested documents.
- Manages, organizes, and conducts client meetings, virtually or in person when necessary.
- Initiate applications/submissions, gather loss and exposure histories, and compile marketing documentation for account execs and clients.
- Review and verify ratings, premium and tax calculations, and premium-bearing endorsements.
- Demonstrate proficiency in coverage forms, Acord forms, rating plans, risk finance/deductible program mechanics, and engage with underwriters on various matters.
- Provide analytical support to clients in resolving routine problems.
- Acts independently with minimal supervision.
- Perform other tasks assigned by management.
EDUCATION AND/OR EXPERIENCE
- Bachelor's degree in a related field.
- 5 years of related experience and/or training.
- Equivalent combination of education and experience.
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
- Appropriate insurance licenses in each state where business is being solicited.