Job Category: Clerical Office/Admin
Requisition Number: ACCOU005727
Posted: September 8, 2023Closed: October 13, 2023Full-TimeLocationsWest End, NC 27376, USA
DescriptionPrimary Purpose: The Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.
Communicate with customers on all facets of their account service needs (i.e., policies, endorsements, audits, proofs of coverage, cancellations)Process new/renewal summaries and proposalsNew and renewal marketing to carriersSupport all efforts of account retention and growth of existing book of businessAssist with account rounding and offers of new coverageHandle claims in the absence of the agency claims coordinator or in response to a catastrophic eventVerify that all policies are bound with insurance companies in writing prior to or on the effective date of the policyInvoice all new business and renewal policiesCheck new business and renewal policies against applications and bindersKeep client and policy information in the agency management system up to date according to proceduresContact insured as needed for collecting outstanding balances according to proceduresEnsure that all endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled in an accurate and timely manner according to proceduresKeep P&C license active and increase insurance knowledge by attending continuing education classesAttend in-office meetings as necessaryAssist the service team and producer as neededHandle other duties as assignedObey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)Minimum Required Skills and Competencies:
Current P&C licenseMinimum of 3 years commercial lines account management experienceExcellent oral and written communication skillsStrong attention to detailDependability and punctualityDesired Skills and Competencies:
Experience with Applied software
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