Servicing Account Manager
Core
Assist Account Managers and Producers in servicing assigned accounts, processing change requests, and handling clerical tasks including invoicing and insurance documentation.
Role type
Servicing Account Manager
Builds
Insurance account servicing and documentation for clients
Domain
Insurance brokerage
Required skills
Property and Casualty license, data entry, invoice preparation, correspondence handling, quality control review, business acumen, computer literacy (Outlook, Word, Excel, PowerPoint, Adobe)
Preferred skills
Insurance experience, Applied Epic knowledge, 4-year college degree or industry designation
Technologies
Microsoft Outlook, Word, Excel, PowerPoint, Adobe, Applied Epic, agency management systems
Responsibilities
Coordinate account handling with Account Managers/Producers, process change requests, enter data into automation systems, prepare invoices and insurance certificates, order loss runs, maintain suspense systems, conduct quality control reviews
Seniority
Individual Contributor