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As the Account Manager for an assigned book of business, use appropriate judgment and decision-making skills to provide service for customer accounts and transactions, in support of the production and retention of the business. The Account Manager is responsible for building, expanding, and solidifying relationships with clients at all levels within the company and leading appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.
Job Responsibility:
Provide service for customer accounts and transactions
Build, expand, and solidify relationships with clients
Lead appropriate resources to address client needs
Risk identification and resolution of underwriting or policy issues, accounting issues, claims issues
Working on CISR or CRIS Designation Program
Prepare summary of insurance
Insurance Coverage Review
Obtain exposure and operation updates
Get renewal applications and copies of prior applications
Order current loss runs and other documents
Submit to marketing department
Ensure Insurance Coverage Review is completed and sent
Bind coverage with carriers
Issue binders, auto id cards and order renewal certificates
Get signed forms
Provide or coordinate carrier services
Requirements:
Property Casualty Licensed
High school diploma or equivalent
Associate's or bachelor’s degree in a business or finance-related discipline preferred
3-5 years of insurance experience preferred
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality