TAPS | CL Account Manager – Clayton, MO

Benefits :
Full Medical Day 13,5% 401k Match
13 Paid Holidays Flexible PTO

• Assist Account Executive in marketing and servicing clients within the account team
• Build relationships with clients and have the ability to answer basic insurance questions
• Maintain appropriate business contact with client
• Assist with issuing insurance binders
• Process invoices for both new and renewal policies
• Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
• Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
• Check and invoice premium audits. Send to client with clear explanation of additional or return premium
• Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
• Order loss runs for renewal submissions and prepare loss summaries
• Generate  and certificates of insurance
• Complete preliminary policy checking for all accounts and submit change requests to the underwriter
• Renew binder extensions
• Follow up on open activities
• Obtain flood zone determinations and NFIP quotes where applicable
• All other duties and projects as assigned

• College Graduate
• Brokers License

2-3 years of insurance experience

• Basic knowledge of Property and Casualty insurance coverage.
• Proficiency in Microsoft Outlook Word, Excel and PowerPoint.
• Ability to navigate vendor or agency management systems as applicable.
• Proficiency in Applied / Epic or ability to learn these programs.
• Knowledge of Adobe Acrobat is a plus.
• Ability to manage client needs and multiple tasks.