Associate Account Manager

Responsibilities

• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Researches an issues’ root cause, implements, and resolves policy-related issues
• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
• Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
• Engages in limited client strategy meetings to manage insured expectations for upcoming term
• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and SOV’s
• Establish an expertise in property modeling and exposure evaluation
• Participates in negotiations with carriers for new and renewal quotes with oversight
• Collaborates with senior staff in selecting new markets for submission and requesting quotes
• Helps review new business opportunity information and provides related recommendations to Unit Manager/Account Executive/Producer
• Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
• Reviews quotes, binders, and endorsements and makes requests for changes as needed
• Receives policy, then updates and completes policy check to ensure completeness
  
  Updates specifications, application, and summary information to reflect changes during the year
• Informs Client of any and all changes that may affect insurance premiums or coverage
• 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
• Performs other responsibilities and duties as needed

• Strong knowledge of Microsoft Office Suite (Outlook and Excel)
• Strong verbal and interpersonal communication skills required
• Ability to complete continuing education requirements as well as CPCU & ARM
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States