Commercial Insurance Account Manager (Construction/Architects)

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Requirements:

• Must have 5+ years of experience in an insurance brokerage.
• Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
• Advanced working knowledge of Microsoft Office applications.
• Ability to work in a fast-paced environment with multiple tasks.
• High level of interpersonal skills for sensitive situations.
• Bachelor's degree preferred.
• Broker's P&C license is required.
• Insurance designation preferred.

Responsibilities:

• Handle day-to-day client issues and questions.
• Process and follow up on cancellation notices by insurers.
• Document customer service transactions.
• Manage changes in exposure and endorsement processes.
• Forward contract reviews and certificate of insurance requests.
• Issue Auto ID Cards as needed.
• Update account information in the shared database.
• Report claims and assist with invoicing and financing.
• Manage the insurance renewal and new business process.
• Pre-complete applications and negotiate policy terms.
• Prepare insurance proposals and related documentation.