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The Property & Casualty Account Manager is responsible for customer service duties related to customer accounts and transactions, supporting the production and service of business. The role also includes assisting in the supervision of Commercial Lines Assistants.
Job Responsibility:
Provide prompt, accurate, courteous service to customers and company personnel
Grow and develop talents and insurance knowledge
Participate in seminars and classes for skill development
Obtain renewal information requested by the company underwriter
Complete and prepare marketing information with client
Review company issued new and renewal policies, endorsements, and audits for accuracy
Review all applications for accuracy
Work with Commercial Lines Assistants to issue Certificates, Evidence of Property, ID Cards and invoices
Handle telephone requests and written miscellaneous correspondence
Service commercial lines accounts to eliminate gaps in coverage
Be familiar with and follow agency E&O guidelines
Maintain a suspense system to follow up on outstanding items
Keep Producers/Department Manager fully informed of all important activities on their accounts
Requirements:
Licensed P&C Brokers License
Excellent writing and oral communication skills
Ability to navigate MS Office/Excel & AMFRS
2-3 years’ experience in a similar position
Associate’s or Bachelor’s in a business or financial related discipline (Preferred)