Candidates should have 2-3 yrs insurance exp, AMS360 exp, excellent computer technical skills and a sense of urgency/need to get the job done.
An Account Manager (AM) must perform all tasks in the day-to-day servicing, maintenance, and retention of assigned book of business in a timely, accurate, and professional manner. An AM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures.
They must have a working knowledge of all lines of commercial insurance and be able to coordinate, review, and monitor all technical support necessary for the servicing of client accounts, including but not limited to:
- Compile and organize all client information necessary to manage and process new and renewal business.
- Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required.
- Be able to discuss coverages and options and assist the client in the decision-making process. Recommend coverage enhancements when appropriate.
- Assist with oral and written presentations to clients and prospects as necessary.
- Obtain customer feedback and take appropriate action; document all customer and carrier conversations.
- Monitor strategy reports and/or expiration lists and initiate the renewal process.
- Meet marketing goals for timing of new and renewal submissions.
- Input appropriate data into the AMS360 to generate accurate applications, binders, certificates, vehicle identification cards, coverage summaries, and other output.
- Prepare Proposals.
- Assist with collection of premiums due.
- Work as an active member of the department and maintain high staff relationships at all times.
- Communicate and coordinate with Account Executives & Producers.
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Criterion Executive Search
Since 1981, our mission at
Criterion Executive Search
, Inc is to ensure the ongoing success of our clients and our candidates by effectively delivering on-target performance coupled with the highest degree of professionalism in differing markets. While striving to deliver excellent consulting services, CES has become recognized as one of the nation's leading executive staffing & recruitment firms.
Whether you are an employer with executive staffing needs, or performing an executive search with a view to enhancing your career, we react swiftly in the fulfillment of your goals. Our specialized teams of Insurance Recruiters, IT Recruiters, Goverment Solutions Providers, Healthcare Recruiters, or Audit & Finance Recruiters can help assist you in locating both executive & non-executive job positions.
20 to 49 employees
Staffing/Employment Agencies