Hybrid Account Manager, Property & Casualty

Posted 3 hours ago

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About the role

  • 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

Account Manager, Property & Casualty

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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