Job Details

Atlanta, Georgia

Direct Hire

Salary Range : $70,000 - $90,000

Overview

The Account Manager (AM) is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team (AEs) as well as producers to ensure service deliverables meet and exceed client expectations. The AM serves as another client touch point for day-to-day service needs.

Essential Duties and Responsibilities

• Assist Account Executive in marketing and servicing clients within the account team
• Build relationships with clients and have the ability to answer 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 preliminary policy checking for all accounts and submit change requests to the underwriter
• Follow up on open activities
• Obtain flood zone determinations and NFIP quotes where applicable
• All other duties and projects as assigned

Qualifications, Skills and Requirements

• Knowledge of Adobe Acrobat is a plus.
• Ability to manage client needs and multiple tasks including the ability to thrive in a fast-paced environment.
• Experience with surplus lines insurance
• Excellent verbal and written communication skills
• Capability to work both independently and collaboratively as part of a team
• Proven track record of success in a remote work setting
• Strong time management and organizational skills
• Ability to support multiple producers and/or account executives simultaneously

Education, Training and Experience

• Minimum of 5 years experience in personal lines insurance in brokerage environment, including high net worth account management- (will not consider captive agency only experience).
• Experience in working with at least two of the following carriers: AIG, Chubb, Cincinnati, & PURE.
• Proficiency in EPIC Agency Management System, Microsoft Outlook Word, Excel and PowerPoint.
• Experience with surplus lines insurance