Worthy Insurance Group, a national Property & Casualty Insurance Brokerage with locations in Skokie, IL Okemos, MI and Lakewood, NJ is looking for an Account Manager. Excellent customer service, organization, and problem-solving skills a must!
Key Responsibilities
Assist with preparing proposals and applications, submit to insureds and carriers; follow up to ensure timely responses.
Process new business, renew and re-market accounts 120 days in advance.
Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
Provide consistent, accurate and timely communication to clients through verbal and written correspondence.
Maintain client files in EPIC accurately and consistently documenting conversations, sending confirmations to clients and ensure Activity Report is updated during or immediately after the discussion with the client
Assist clients in making appropriate coverage changes; inform and educate clients about coverage's, exclusions, exposures and audits, and document electronic file accordingly.
Qualifications
Preferred
College Degree OR equivalent work experience
3+ years of Property & Casualty Insurance experience
Property & Casualty agency management system (Applied Epic)
Required
Proficient with computers and standard Microsoft software packages
Excellent oral and written communication
Creative problem-solving skills
Exceptional time management and attention to detail
IL/MI/NJ Property & Casualty license OR ability to pass the exam within 30 days of hire
