Each Account Manager is a critical member of our production team and is responsible for:

• Supporting Broker’s production team by providing strong technical expertise and administrative services relevant to account placement and client service activities.
• Communicating with clients and underwriters to ensure accurate account information.
• Preparing submissions for markets and quote cover letters to clients. Reviewing policies and other documents received for accuracy.
• Supporting inputting and updating current client information in all required systems
• Preparing accounts for renewal and may solicit new or renewal business as directed by Broker.
• Fulfilling assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
• Resolving invoicing issues.
• Communicating with Premium Accounting regarding notices of cancellations.
• Assisting to confirm claim notifications are sent to the claims department.
• Performing basic office duties; filing/copying/printing documents/maintaining files
• Preparing reports, submissions, cover letters and review policies for accuracy.
• Continual enhancement of industry knowledge.

Ideal team member would possess:

• 3+ years of relevant experience in a commercial insurance brokerage or underwriting role.
• Relevant wholesale or retail agency/brokerage experience preferred.
• Associate’s degree or higher preferred.
• Demonstrated understanding of insurance products and services.
• Ability to manage workload with minimal supervision.
• Critical attention to details.
• Proficient in Microsoft Office including Word, Outlook and Excel.
• State Licensing – where required