Account Manager, Select Clients, Portfolio Solutions
Core
Support Account Executives and Producers in marketing and servicing new and renewal business for Select Client, Portfolio Solutions book.
Role type
Account Manager (Insurance Brokerage)
Builds
Policy files, renewal outputs, invoices, and client documentation for insurance carriers.
Domain
Insurance brokerage (P&C)
Deliverable
client delivery
Required skills
P&C insurance experience, state insurance licensing, policy administration, invoice management, client communication, data entry, system maintenance
Preferred skills
Salesforce, eCerts, EPIC experience, premium financing knowledge
Technologies
EPIC, Salesforce, eCerts, Microsoft Office
Responsibilities
Discuss renewal strategy with Account Executives, prepare renewal outputs (certificates, ID cards, work comp postings), send quotes and bind orders, create and send policy files, complete and send invoices, follow up with carriers and brokers for policy checks and endorsements, maintain EPIC system, monitor policy expiration dates, handle ad hoc requests, set up new clients in EPIC, develop account handling instructions, plan renewals, follow up for payment, resolve accounting issues