Revenue Customer Success Manager driving retention, growth, and long - term value for customer accounts. Building relationships and aligning platform to customer business objectives.
About the role
- Account Manager managing client relationships and insurance servicing in Property & Casualty. Supporting Account Executive with various tasks related to client management and policy issuance.
Responsibilities
- Assist Account Executive in marketing and servicing clients within the account team
- Build relationships with clients and answer basic insurance questions
- Maintain appropriate business contact with client
- Assist with issuing insurance binders
- Process invoices for both new and renewal policies
- Process change requests from client
- Process received endorsements, check for accuracy, invoice and send to client
- Check and invoice premium audits
- Update the Applied/Epic system and the shared drive
- Order loss runs for renewal submissions and prepare loss summaries
- Generate ID cards and certificates of insurance
- Complete surplus lines filings
- Complete preliminary policy checking for all accounts
- Renew binder extensions
- Follow up on open activities
- Obtain premium finance quotes
- Obtain flood zone determinations and NFIP quotes where applicable
- All other duties and projects as assigned
Requirements
- College Graduate
- Brokers License
- 2-3 years of insurance experience
- Basic knowledge of Property and Casualty insurance coverage
- Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
- Ability to navigate vendor or agency management systems
- Proficiency in Applied / Epic or ability to learn these programs
- Knowledge of Adobe Acrobat is a plus
- Ability to manage client needs and multiple tasks
- Good organization skills
- Attention to accuracy and detail
Benefits
- Health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per the company policy
- Employee perks and discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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