Job Description

Job Summary
We are seeking a dynamic and results-oriented Senior Account Manager to join our team. The Account Manager works daily with the Account Executive to provide the day-to-day insurance needs for the clients. Eligible candidates must be able to work independently as needed, execute detailed data entry into the Applied Epic agency management system, and must be proficient with Excel, Word and Applied Epic or similar platform. Attention to detail and working quickly with accuracy are a must. Additionally, a sense of urgency and an ability to complete multiple tasks “on time” with interruptions are necessary. Finally, candidates must be able to effectively communicate telephonically or in writing with Clients and Carriers.

Duties

Daily Account Servicing, including requesting, reviewing and processing of policy endorsements; handle routine client questions and policy changes; light rating; checking policies; invoicing policies and endorsements (including premium allocations and installments) and assisting in resolving accounting and billing issues
Prepare and issue Binders, Invoices, Certificates, Claim Kits and Auto ID cards to client
Review and understand carrier Audits in order to field client questions related to audit results
Prepare new and renewal proposals timely for final review by AE and Producer and maintain marketing folders
Enter new and renewal quotes into proposals and review for discrepancies
Effectively communicating with underwriters regarding quotes and policy changes
On-board new clients – enter client data, draft applications and proposal presentations
Issue, and respond to requests for certificates and evidence of insurance and be able to review insurance policies to meet client’s insurance requirements
Professionally answer client inquiries and offer solutions by providing clients with sound advice when needed
Participate in CE classes working towards a commercial insurance designation

Minimum Qualifications:

College Degree is preferred, but not mandatory
Industry specific experience – At least 3 years in a similar role, but preference is 5 years
Comprehensive understanding of commercial insurance policy contract
Professional designation of CISR or comparable is preferred but not required
Proficient with Microsoft products – Outlook, Excel and Word
Prior experience with Applied system or other insurance agency management system
Candidates may l be tested for basic skills, basic insurance knowledge, and Excel and Word
Acceptable credit and background verification required

Job Type: Full-time

Pay: $81,214.00 - $94,661.00 per year

Benefits: