Senior Relationship Manager managing key strategic clients for Iress, Australia's technology company. Building trusted partnerships and driving client success to enhance revenue growth.
RC
Hybrid Commercial Associate, Account Manager
Posted 4 months ago
About the role
- Associate Account Manager responsible for tasks directed by the Client Service team, ensuring data integrity and supporting client interactions. Role includes processing requests and supporting retention goals.
Responsibilities
- Issuance of renewal of mid-term Certificates or Auto ID cards
- Policy, Endorsement and Audit checking and processing
- Generate requests for invoices on policies, endorsements, or audits and ordering 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
- Participate in New Business activity as requested and actively support retention goals
- Follow procedures for maintaining documentation to mitigate E&O
Requirements
- 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
- Ability to work efficiently in teams
- Hold, or willing to obtain, Insurance licenses as required by the Company
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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