Account Manager, Property & Casualty

Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional customer service to clients.

Duties & Responsibilities:

• Participate in day-to-day operations of a service team and the assigned book of business.
• Handle insurance requirements on contract reviews
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Maintain client records within Epic, CSR24, and other 3^rd party vendor software as appropriate, in accordance with standards.
• Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.
• May be responsible for specific accounts within the team’s book of business.
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
• Manages the ongoing service on an account
• Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts
• Other duties as assigned

*Day to day operations may include but are not limited to:

• • Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing, reviewing accounting reports, incoming mail, premium allocations as required.
  • Answers coverage questions and reviews policy forms
  • Analyze contractual insurance requirements and analyze client needs.
  • Verifies documentation received from Jr. AE regarding new & renewal business.

Qualifications:

• High School diploma is required; Bachelor’s degree preferred.
• Three+ years of experience with an in-depth understanding of insurance.
• Appropriate state insurance license is required; may be obtained in first 60 days of employment
• Excellent communication skills, both verbal and written
• Strong multi-tasking and time management skills
• Proficient in Microsoft Office products (Word, Excel, PowerPoint)
• Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality

About Us: Cobbs Allen is a national independent agency focused on risk management. We deliver commercial insurance, employee benefits, and personal insurance solutions to our clients. Headquartered in Birmingham, AL, Cobbs Allen is ranked in the top 40 of all U.S. brokerage firms.