The Senior Account Manager is responsible for the day-to-day account management, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
Your Impact:- Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
- Identify gaps in coverage and consult and advise the client.
- Manage the renewal process as needed including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
- Review internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
- Assist in growing the book of business through account rounding and referrals.
- Document renewal, sales, and insurance operations compliance documents into the sales management database and agency management system.
- Perform other duties as assigned
Successful Candidates Will Have: - Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
- Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
- Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
- 5+ years' experience in the insurance industry, or a related field.
- College Degree in a business-related field (preferred)
- Experience with Applied Epic (preferred)
- Valid State Issued P&C Insurance license
