Account Manager
Job Details
Insurance
Duties and Responsibilities
  • Discuss renewal strategy meeting with A/E for both internally and with client
  • Prepare for renewal outputs:
    • Review certificate holder list and provide to client
    • Confirm manuscript certificate needs
    • Understand Auto ID Cards distribution for clients
    • Determine Work Comp Posting needs and how to distribute
  • Send quotes to client and obtain bind order as needed
  • Determine if Premium Financing is needed and obtain quotes
  • Create Policy file in shared drive once binders come in
  • Send binders to client with list of subjectivities, input into EPIC and send to CAC Binders for data collection
  • Complete invoices and send to client
  • Issue and distribute renewal outputs
  • Follow up with carriers for policies
  • Follow up with brokers that the policies have been checked
  • Send checked policies to client and place in shared drive
  • Follow up with carrier if any endorsements are needed
  • Maintain shared drive of key documents (i.e. policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
  • Monitor expiration dates of all policies, including fees
  • Suspend for Audits and review against binders/agreements
  • Handle ad hoc requests for certificates, auto id cards, endorsements
  • New clients
    • Set up in EPIC
    • Work with Brokers to obtain copies of policies from carriers
    • Request and review prior brokers Schedule of Insurance, recreate from CAC
    • Request and review Certificate copies and an Excel schedule, update as needed and import into eCerts
    • Request and review Auto ID Cards
  • Develop and maintain account handling instructions
  • Plan out the next year for renewals
  • Follow up with client for payment
  • Resolve accounting issues
Qualifications
  • Bachelor’s degree preferred
  • 3-5 years of relevant work experience required
  • Ability to work in a fast-paced environment
  • High level of professionalism and confidentiality
  • Strong verbal and written communication skills
  • Attention to detail & time management skills
  • Proficient in Microsoft Office products to include Word, Excel & PowerPoint
  • Salesforce, eCerts & EPIC experience preferred
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