Job Description

Job Description

Personal Lines, Account Manager

Location : 2 days per week in Concord, MA

Our Client's Newest Opportunity:

The Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.

Essential Duties and Responsibilities (include but are not limited to):

• Assist Account Executive in marketing and servicing clients within the account team
• Build relationships with clients and have the ability to answer basic insurance questions
• Maintain appropriate business contact with client
• Assist with issuing insurance binders
• Process invoices for both new and renewal policies
• Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
• Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
• Check and invoice premium audits. Send to client with clear explanation of additional or return premium
• Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
• Order loss runs for renewal submissions and prepare loss summaries
• Generate ID cards and certificates of insurance
• Complete surplus lines filings
• Complete preliminary policy checking for all accounts and submit change requests to the underwriter
• Renew binder extensions
• Follow up on open activities
• Obtain premium finance quotes
• Obtain flood zone determinations and NFIP quotes where applicable
• All other duties and projects as assigned

Qualifications, Skills and Requirements:

• Proficiency in Applied Epic or ability to learn these programs.
• Knowledge of Adobe Acrobat is a plus.
• Ability to manage client needs and multiple tasks.
• Good organization skills.
• Attention to accuracy and detail.

Education, Training and Experience:

• Property & Casualty License
• 2-3 years of insurance experience
• Basic knowledge of Property and Casualty insurance coverage.
• Proficiency in Microsoft Outlook Word, Excel and PowerPoint.
• Ability to navigate vendor or agency management systems as applicable.

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