Account Manager

Job Summary :

Under the direction of the Director of Property & Casualty Client Services , performs a variety of essential tasks for the Property & Casualty Department to ensure clients receive prompt , accurate and professional service . Duties include processing insurance policies for certain coverage lines , maintain files, preparing vehicle ID cards , completing and following up on applications for renewals , responding to requests for coverage alterations , information or endorsement , updating agency management system , managing files, and providing general office assistance including data input, copying , mail processing , phone duties , and completing special projects as assigned . The position also provides ongoing customer service regarding insurance coverage and information requests .

PRINCIPAL DUTIES & RESPONSIBILITIES

• Manage portfolio of commercial accounts as assigned by providing quotes to clients, confirming & binding coverage, coordinate policy changes, set up and maintain files. Respond to customer requests and inquiries ensuring resolution of all customer service contacts. Initiate communication with clients and / or underwriters to clarify or acquire necessary information to effectively service.
• Accurately maintain policy detail , activity and communication in Agency Management System in accordance with established agency
• Manages the accuracy of agency files by reviewing insurance policies for correct information in relation to the application , carrier quotation , and
• Collaborate & communicate with Account Executive(s) on assigned accounts to ensure transparency and accountability
• Analyze construction contract documents for insurance-related requirements
• Process policy transactions : Endorsements , Audits , OCP, RRP & manage follow -up list
• Initiate renewal information gathering & document preparation
• Oversee certificate processing of assigned accounts
• Prepares, prints and mails vehicle ID cards .
• Completes special project assignments and position related tasks as assigned by Account Executive or Director .
• Maintains the confidentiality of all client and organizational data.
• Demonstrates integrity and honesty and a positive attitude toward clients , other staff, management , and business contacts in performing the duties and responsibilities of the position.
• Performs other duties as assigned .

The above statements are intended to describe the general nature and level of work being performed by an employee assigned to this classification . They are not to be construed as an exhaustive list of all job duties performed by personnel so classified .

Required Skills and Qualifications