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
Insurance policies, certificates, and client account files
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
P&C insurance experience, policy administration, invoice processing, carrier coordination, data entry, account setup
Preferred skills
Salesforce, eCerts, EPIC, premium financing, work comp posting
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 binders, complete invoices, maintain EPIC system, monitor policy expiration dates, handle ad hoc requests for certificates and endorsements, set up new clients in EPIC, follow up with carriers and brokers for policy copies, resolve accounting issues.
Seniority
Mid-level, hands-on IC