Junior Account Manager
Core
Support Account Managers and Brokers with client servicing activities, including preparing renewal documentation, quotations, and insurance schedules.
Role type
Junior Account Manager
Builds
Client portfolios and insurance policies
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
client servicing, preparing renewal documentation, liaising with insurers, policy administration, new business submissions, insurance reviews
Preferred skills
Tier 1 / Tier 2 Insurance Broking qualification, experience using insurance broking systems
Responsibilities
Support Account Managers and Brokers with client servicing activities, Prepare renewal documentation, quotations, and insurance schedules, Liaise with insurers regarding policy amendments, renewals, and claims, Assist clients with policy enquiries and administrative requests, Maintain accurate client records and correspondence, Follow up outstanding information and insurer requirements, Assist with new business submissions and insurance reviews