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
Director of Hybrid Partnerships & Commercial Performance at SKIMS driving revenue growth and partner success across hybrid retail channels. Leading strategy, performance monitoring, and operational excellence.
Key Account Representative focusing on product promotion to specialty healthcare providers in North Carolina. Managing territory and exceeding sales objectives for a leading clinical research organization.
Key Account Representative in healthcare sales handling specialty providers in assigned territory. Promoting products and exceeding sales objectives while serving patient needs.
SAP Account Manager focusing on the sales of SAP solutions like S/4HANA and Cloud services. Collaborating with consulting units and product marketing to optimize client business processes.
Account Manager focusing on relationship building and new business generation in the MRO sector. Planning and leading meetings while maintaining customer relations in assigned portfolio.
Chain Account Manager identifying customer targets and fostering relationships in beverage distribution. Managing sales, inventory, and store partnerships for operational excellence.
Chain Account Manager managing and building relationships with beverage retailers to foster business opportunities. Responsible for sales growth and account management within assigned areas.
Territory Manager responsible for fostering customer relationships and driving sales growth for US Foods. Collaborate with various teams to ensure effective service and product delivery within the assigned territory.
Senior Key Account Manager managing French accounts for a top stainless steel manufacturer. Engaging in technical consultancy and fostering key account relationships alongside sales activities.