Account Manager

JOB PURPOSE: Provide account management service to insurance clients. Provide support to
Producers including marketing of accounts and preparation of proposals.

JOB RESPONSIBILITY: Take ownership of specific accounts, maintaining knowledge of
their operations and changing insurance needs.

JOB DUTIES:

• Review and update applications and supporting documents and take responsibility of renewal
  marketing.
• Prepare proposal information from company quotations presenting to clients where applicable.
• Process necessary coverage/order requests to underwriter(s).
• Process new/renewal binding documents and agency billed invoices; sending to insured.
• Prepare Certificate set-up
• Process endorsement requests and supporting documents. After verification, prepare invoices
  forwarding all information to insured.
• Review bid specifications for special insurance requirements ie: builders risk/ocp/rrp.
• Prepare quotes accordingly and communicate with insured prior to bid date.
• Follow up for audits, verify and invoice accordingly.
• Other duties as necessary for position.

POSITION PROFILE:
Candidate must be customer focused and have a friendly, positive attitude with a willingness to help
others, excellent prioritization, verbal and written communication skills, attention to detail, and have
the ability to multi-task in a fast-paced environment.

REQUIRED KNOWLEDGE/SKILLS/CERTIFICATIONS:
Broker’s License, P&C EPIC Operating System, Windows, Excel, Microsoft Word