Our account managers provide a critical role in communicating as the main point of contact for clients in which they will answer technical P&C insurance related questions and updating client account information. This position will work with other account managers, processing requests from account executives, client calls and underwriters. Additionally, this position will work with account coordinators, who help out our account managers.
Providing service to assigned accounts by responding to client and underwriter inquiries.
Processing client transactions through our computer system, EPIC.
Checking policy coverages and rating on policies and endorsements for accuracy and relevance.
Obtaining quotations for new business, renewals, and endorsements, with direction of the Account Executive.
Assisting the Account Executives in researching coverage issues.
Assisting the Account Coordinator in processing.
Obtaining and maintaining appropriate insurance agent's licenses.
Pursuing a program of personal and professional development as approved.
Performing other specific duties as assigned.
Acting as back up and support to the Property and Casualty team when teammates are unavailable.
High school education, insurance classes, plus 2 or more years of related experience in an insurance company or agency, or equivalent training and/or experience.
Some college level course of study is helpful.
Excellent written and oral communication skills.
Ability to perform arithmetic calculations including ability to understand and analyze rating structure of Property & Casualty insurance policies.
Understanding and analyzing Property & Casualty insurance coverages, forms, and policies.
Word, Outlook, and Excel experience required
Capability to process and service assigned book of business.