Account Manager

Description:

• Services designated book of business as relating to marketing, claims, and administration

• Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions

• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier

• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications

• Requests and collects quotes (new and renewal) from carriers

• Audits quotes, binders, and endorsements and makes requests for changes as needed

• Processes audits and creates audit analysis for Client

• Receives policy, then updates and completes policy check to ensure completeness

• Updates specifications, application, and summary information to reflect changes during the year

• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff

• Binds coverage under direction of the Unit Manager/Account Executive

• Informs Client of any and all changes that may affect insurance premiums or coverage

• Gathers and compiles information for new business opportunities

• Inputs Client information into data management system, ensuring accuracy and completeness

• Generates materials for Client presentations and meetings

• Creates and sends compliance communications as needed

• Issues and processes Client invoicing

• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies

• Researches industry trends and governmental regulations

• Performs other responsibilities and duties as needed