Account Manager II - Hybrid/Norwalk, CT
Core
Manage assigned book of business, oversee client renewals, and handle day-to-day service processes for commercial risk clients.
Role type
Account Manager
Builds
Client service processes and renewal cycles
Domain
Insurance / Commercial Risk
Deliverable
client delivery
Required skills
Commercial risk experience, Property & Casualty insurance licensing, client relationship management, data analysis, presentation skills, billing and premium accounting, policy administration, collections management
Preferred skills
Mentoring less senior staff, delegating to support staff
Technologies
Aon tools, policy transmittal systems
Responsibilities
Partner with Account Executives on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, run point on each client's renewal cycle, handle routine and sophisticated coverage inquiries and endorsement requests, serve as key client liaison for certificates, auto IDs, location additions, invoices, Worker's Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals, monitor and follow-up on invoice generation, fee agreements, receivables, and collections, provide guidance and mentoring to a less senior account specialist, delegate work to support staff and ACS where applicable
Seniority
Mid-level, individual contributor