• Assist the Account Executives and Producers with marketing and servicing of new and renewal business
• Coordinate with production team and insurance carriers to facilitate successful client renewals
• Discuss Renewal strategies with Producer, Marketing Strategy
• Prepare for Renewal Outputs
• Confirm coverage is bound, send binder to client
• Complete premium allocation spreadsheets for clients (by location, installment)
• Monitor expiration dates of all policies
Requirements
- Bachelor’s degree preferred
- Two to three years account management experience required
- Worker’s Compensation experience is required
- Excellent communication skills, both verbal and written
- Strong multi-tasking and time management skills
- Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Core Competencies
Demonstrates expertise in account management with a focus on Worker’s Compensation, effective communication, and strategic renewal processes. Proficient in managing client relationships and coordinating with production teams to ensure successful policy renewals.
Highest-signal resume keywords
- Account Management Experience
- Worker’s Compensation Experience
- Microsoft Office Proficiency
- Communication Skills
- Time Management Skills
ATS Optimization Keywords
Hard Skills
- Account Management
- Premium Allocation
- Renewal Strategy Preparation
- Policy Monitoring
Soft Skills
- Communication Skills
- Multi-tasking Skills
- Time Management Skills
Industry Keywords
- Insurance
- Client Renewals
- Coverage Binding
Tools & Technologies
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint