Account Manager - Commercial Lines Insurance

Job Description

Job Description

As a Mylo Account Manager, you will service the needs of small commercial clients. You will help business owners leverage Mylo’s innovative digital technology and deliver a superior end-to-end experience. The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.

• The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
• Manage designated book of business
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issues resolutions.
• Supports implementation of new lines of coverage by setting up an account, collecting needed documentation, and reviewing plan details with Client and Carrier.
• Requests and collects quotes from carriers
• Reviews quotes, binders, and endorsements for accuracy and makes requests for changes as needed.
• Processes audits and performs audit review.
• Performs 2nd policy checking review as needed and updates AMS360 accordingly.
• Updates AMS360 to reflect changes during the year
• Monitors receipt of quotes from carriers
• Binds coverage
• Informs Client of any and all changes that may affect insurance premiums or coverage
• Inputs Client information into agency management system, ensuring accuracy and completeness.
• Work with Mylo Accounting and / or the carrier Accounting teams to resolve discrepancies.
• Responsible for completing the Certificate Instruction Document
• Responsible for completing instructions or executing complex or unusual certificate requests.
• Become proficient using Mylo applications needed to perform job duties.
• Follow processes and guidelines as set forth by leadership in relation to outsourcing, file documentation, system usage, agency processes, etc.
• Attach all correspondence into ImageRight.
• Performs other responsibilities and duties as needed

Requirements :