FLSA code: E
Date Prepared: 5/24/2018
The associate account manager is a member of the General Practice Group/Commercial Lines Division providing customer service by handling a spa franchise book of business that is currently over $2M in premium. The associate account manager is responsible for support services on all existing and renewal accounts. He/she gathers data, organizes data, processes information, responds to requests, data input, review and preparation activities, and maintains a database of clients. The associate account manager will also prepare proposals and send quotes to prospective clients and renewal quotes for existing clients as well as bind and invoice and manage the renewal process for this program business.
- Service customer accounts, including rating, quoting new and renewal risks.
- Contact insurance carriers on an as-needed basis.
- Process rating and endorsements on insurance carrier’s websites.
- Help to complete renewal applications with the insured.
- Create premium allocation spreadsheets and prepare policies and proposals binders.
- Request loss runs from insurance carriers or from their websites.
- Prepare customer correspondence including proposals, coverage summaries, certificates of insurance, binders, ID cards, cancellations, letters, etc.
- Respond to customer inquiries regarding policies and coverage.
- Initiate, screen and prepare policy and endorsement requests for issuance and ensure prompt delivery.
- Review policies and endorsements for accuracy; report errors to insurance companies for correction.
- Interface with others to obtain and deliver information, quotations, policy changes, etc., as necessary.
- Input and update customer and policy information in agency management system.
- Process agency invoicing and assist to resolve billing discrepancies for assigned accounts.
- Assist department manager on an as-needed basis.
- Prioritize workload, meet deadlines, and/or request for assistance, as required.
- Maintain accurate and updated suspense file.
- Assist in cross-selling accounts.
- Keep producer fully informed of important activities on their accounts, including being sensitive to potential problems through communication as well as weekly report.
- Provide phone/fax/e-mail back up to team members.
Knowledge and Skill Requirements
- Hold insurance license in property and casualty insurance.
- Minimum of two years relevant commercial lines/brokerage experience preferred.
- Four-year college degree or comparative on the job experience within insurance/business industries.
- Able to work with minimum supervision; able to accept direction on given assignments
- Able to take direction and learn from others.
- Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
- Knowledge of MS Office – Word, Excel, Outlook.
- Strong organizational skills and ability to handle multiple tasks and prioritize work.
- Attention to detail to ensure accuracy.
- Knowledge of all basic P&C coverages with a focus on Property, General Liability, Umbrella/Excess Liability, Professional Liability, Employment Practices Liability, and Workers Compensation on a national basis preferred.
We offer a competitive salary and a comprehensive benefits package, which includes: Medical, Prescription, Dental, Vision, Paid Time Off, 401k plan, Life and Disability Insurance, Tuition Reimbursement, and Flexible Spending Accounts.
The Odell Studner Group is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.
Please send your cover letter and resume to Beth Gayer: firstname.lastname@example.org