Account Manager

Description:

* Services designated book of business as relating to marketing, claims, and administration

* Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions

* Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier

* Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications

* Requests and collects quotes (new and renewal) from carriers

* Audits quotes, binders, and endorsements and makes requests for changes as needed

* Processes audits and creates audit analysis for Client

* Receives policy, then updates and completes policy check to ensure completeness

* Updates specifications, application, and summary information to reflect changes during the year

* Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff

* Binds coverage under direction of the Unit Manager/Account Executive

* Informs Client of any and all changes that may affect insurance premiums or coverage

* Gathers and compiles information for new business opportunities

* Inputs Client information into data management system, ensuring accuracy and completeness

* Generates materials for Client presentations and meetings

* Creates and sends compliance communications as needed

* Issues and processes Client invoicing

* Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies

* Researches industry trends and governmental regulations

* Performs other responsibilities and duties as needed

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