Account Manager

3 days ago Be among the first 25 applicants

This range is provided by Hirewell. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$70,000.00/yr - $95,000.00/yr

Direct message the job poster from Hirewell

MUST have 1-2+ years of Commercial Lines OR Personal Lines Account Management experience

We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries, or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, this is the right career for you.

The Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit-related service needs.

• 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

• 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.
• Good organization skills.
• Attention to accuracy and detail.

• 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.

Associate

Full-time

Insurance Agencies and Brokerages and Insurance

• Medical insurance
• 401(k)
• Vision insurance
• Disability insurance
• Paid maternity leave

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