Summary
The Account Manager is responsible to meet the service needs of clients, Agent(s) and Account Executive(s). The agency requires that the Account Manager provide an important leadership role modeling: honesty, teamwork, professionalism and a strong work ethic.

Essential Functions

• Serve as primary service contact for clients and liaison between Account Executive(s), companies and clients. Receives telephone calls from clients and companies, complies with requests and/or refers to Account Executive(s) as necessary.
• Process new and renewal policies, endorsements and audits for accuracy in rating, typing, coverage, signatures, and inputs transactions to generate billing invoices per agency guidelines. Ensures that all renewals are produced.
• Assist in renewal activities (including collecting information from clients, completing applications, managing the remarketing of accounts and preparing proposals) in coordination with Account Executive(s).
• Process requests from clients and Account Executive(s) for the preparation of binders, certificates, account summaries, endorsements, policies, cancellations and account balance statuses.
• Initiate own correspondence with companies, clients and third parties as necessary.
• Handle all client invoices and premium transactions (including audits) during month.
• Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions.
• Inform and educate clients about policy coverage, changes, exclusion and insurance coverage needs.
• Perform other duties as requested.

Knowledge, Skills and Abilities

• Self-starter; imaginative; creative; with good communication skills, both verbal and written along with the ability to understand and interpret abstract information.
• Thorough understanding of commercial underwriting and coverage.
• Strong computer skills with an emphasis in MS Office, including Word, Excel and Outlook and experience using integrated database program such as The Agency Manager (TAM).
• College education or equivalent insurance experience.
• Property and Casualty License desirable.
• Knowledge of rating procedures, coverage and industry operations desirable.
• Minimum two years experience in similar position desirable.
• Ability to work in fast-paced, multiple tasking environment.