Account Manager Account Manager …

Risk Strategies
in Hillsborough, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Risk Strategies
in Hillsborough, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Account Manager
Assistant Account Manager

- Burlingame, California, US

Description:

Assist Account Managers service Commercial Lines book of business

You Will:

  • Assist Account Managers (AM) as required
  • Do minor placement as directed by Account Manager.
  • Direct backup to Account Manager with phone calls from carriers and clients when AM is unavailable or out of the office.
  • Process schedules of insurance, certificates of insurance, Auto ID cards, applications, proposals, binders, change requests or misc. spreadsheets under the direction of the AM.
  • Suspend all new lines, endorsement requests and binders and follow-up on all suspense’s in agency management system; review pending items daily.
  • Review cancellation list with Account Manager on a daily basis; advise accounting department of results and status of payments.
  • Contact underwriters to follow-up on outstanding requests.
  • Download policies, endorsements and other documents from carrier websites when needed by AM
  • Review and process department mail (sharing responsibility with other AAM’s)
  • Review and process Renewals
  • Other duties as assigned by Team Leaders and/or Account Manager

Requirements :

Ideal Candidate:

  • Minimum of 2 years prior insurance experience in a brokerage in a customer service role
  • Valid P&C brokers’ license preferred
  • College degree preferred
  • Knowledge of agency management systems, AMS 360 and Work Smart preferred
  • Possess excellent verbal and written communication skills
  • Exceptional organizational and time-management skills
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite

Benefits :
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