• Service day to day client needs including, fielding phone calls, email, and other communicationrelativeto coverage questions, policy changes, payments, cancellations, etc.

• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client(where applicable)and invoicing 

• Review quote documents to ensure all insurance requirements are included in quote proposal

• Manage client relationship ensuring satisfaction

• Manage and delegate work as needed toAssociate Account Managers I and IIto ensure their progress and workload is appropriate

• Manage/Maintainrelationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters

• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders

• Responsible to set up andmaintainelectronic records 

• Use best practices and internal broker standards for service and maintenance of client files and information

• Training and collaboration with team members to share and educate on coverage,exposuresand client knowledge

• Other duties as assigned.

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• Fouror more years insurance brokerage or property casualty insurance experience in account management role preferred

• Exceptional customer service skills

• Strong reading comprehension and analysis skills

• Strong data entry skills

• Strong written and oral communication skills

• Strong organization and follow up skills

• Ability to effectively work in a team environment

• Proficient in Word, Excel, Outlook, and internetutilization

• Applied EPIC Agency Management System experience preferred but notrequired

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• The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

• While performing the duties of this job, the employeeis regularly required tosit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to tenpounds. Specific vision abilities required by this job include close vision on computermonitor.

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