Account Manager

Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions

Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier

Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications

Requests and collects quotes (new and renewal) from carriers

Audits quotes, binders, and endorsements and makes requests for changes as needed

Processes audits and creates audit analysis for Client

Receives policy, then updates and completes policy check to ensure completeness

Updates specifications, application, and summary information to reflect changes during the year

Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff

Binds coverage under direction of the Unit Manager/Account Executive

Informs Client of any and all changes that may affect insurance premiums or coverage

Gathers and compiles information for new business opportunities

Inputs Client information into data management system, ensuring accuracy and completeness

Generates materials for Client presentations and meetings

Creates and sends compliance communications as needed

Issues and processes Client invoicing

Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies

Researches industry trends and governmental regulations

Performs other responsibilities and duties as needed