Sales Account Manager helping businesses discover quality products in Plano, Texas. Managing accounts, prospecting new business, and providing effective solutions using high quality products.
RC
Hybrid Associate Account Manager, Commercial Lines
Posted 2 months ago
About the role
- Associate Account Manager overseeing specific tasks on commercial lines business and directly collaborating with the Client Service team for Florida Homeowner's Associations.
Responsibilities
- Issuance of renewal of mid-term Certificates or Auto ID card; policy checking and processing
- Endorsement and Audit checking and processing
- Generate requests for invoices on policies, endorsements, or audits; order loss runs
- Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
- Update the system of record to properly reflect conversations, communications, and policy documentation
- Perform the first review for Quote checking
Requirements
- Hold, or willing to obtain, Insurance licenses as required by the Company
- Proven organizational skills,; ability to follow process and procedures guidance
- Analytical and problem-solving abilities
- Ability to display tact and poise under pressure when working through issues; good communication
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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