Novatae Risk Group
Linkedin · Posted 2mo ago
Account Manager for Insurance Company
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Indexed description
The Account Manager is responsible for assisting the producer/broker in executing growth and profit initiatives by providing exemplary support services and developing/maintaining positive business relationships with retailers, carriers and co-workers. This would be an office position in the Charleston area.
Qualifications
- Solicit renewal information on accounts
- Endorsement processing
- Request information, as needed, to prepare thorough submissions for marketing in accordance with company policies and procedures
- Rate new business and renewal submissions within assigned authority or in the direction of the Underwriter
- Review carrier quotations for accuracy and send them to agents for consideration
- Follow-up with retailers as needed to ensure the bind
- Process new business, renewals, endorsements and cancellations including requests to bind coverage, requesting supporting documents from retail agent and/or carrier, preparing invoices, requesting inspections, and corresponding with retail agent and/or carrier as needed
- Review policies, endorsements, and other account activity for accuracy
- Processes affidavit filings as required and directed
- Understand and adhere to state tax requirements
- Maintain a good working knowledge of the insurance industry through continuing education, self-study, and seminar attendance
- Property & Casualty license is required.
- Minimum of 2 years of previous P&C insurance experience.
- Proficient in basic computer skills, such as Microsoft Office and agency management software.
- Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
- Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
- Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
- Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
- Team player with a strong work ethic and positive attitude.
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