Junior Account Manager supporting clients through the sales process at a fast - growing e - commerce startup. Building long - term relationships and optimizing the sales pipeline for success.
About the role
- Commercial Lines Construction Account Manager responsible for service and marketing in construction accounts. Collaborating with the sales team for client support and retention.
Responsibilities
- Interact with clients to address all servicing needs
- Processing of policies, endorsements, and audits
- Enter policy data into our client management system
- Order loss runs for re-marketing accounts
- Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage
- Keep your desk and files organized at all times
- Perform superior customer service at all times
- Properly utilize the management system to keep track of all pending items
- Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
- Expedite certificates of insurance if CSR team is short staffed and client needs immediately
- Run MVRs and update driver lists when required
- Prepare renewal rating quotes, based on applications
- Process and issue binders
- Attend agency and department meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)
Requirements
- Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required
- Experience working with Construction risks highly preferred
- Excellent business skills, required
- High school diploma or the recognized equivalent, required
- Relevant insurance licensing
- Computer skills necessary to perform the essential functions of the job (i.e., spreadsheets, database, word processing and insurance software), required
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- life and disability insurance
- fertility benefits
- wellness resources
- paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- commuter benefits
- employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage
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