Lead Account Managers in servicing clients within the account team
Maintain appropriate business contact with client
Responsible for the pro‑active marketing and servicing of accounts with multiple lines of coverage
Utilize the Applied/Epic system and the shared drive to maintain client information
Build relationships with assigned clients and give prompt attention to their requests
Work directly with Producers to discuss client’s future insurance needs
Understand the clients’ business and risk profiles, utilizing this information to prepare insurance specifications
Communicate the clients’ needs to their insurance carriers and identify new trends and developments
Prepare insurance proposals, outlining significant terms and conditions
Offer appropriate coverage including policies that are not currently purchased by the client, to eliminate the potential for uninsured claims
Check policies against quotes for accuracy, and request changes where needed
Assist in organizing pre‑renewal and renewal meetings, and coordinating claims reviews, as needed
Research available insurance products and policies that may be appropriate for clients, utilizing vendor relationships within the insurance marketplace
Understand surplus lines and filings
Assist the accounting department with billing discrepancies, when necessary
All other duties and projects as assigned
Requirements
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
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
Local travel will be necessary to meet client needs and occasionally may be nationally
Excellent interpersonal skills and a pleasant disposition required at all times