Commercial Insurance Account Manager

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Requirements:

• Must have 5+ years of experience in working with an Insurance Brokerage.
• Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
• Must have advanced working knowledge of Microsoft Office applications.
• Ability to work in a fast-paced environment and manage multiple tasks.
• High level of interpersonal skills for sensitive situations.

Responsibilities:

• Handle day-to-day client issues and questions.
• Answer client questions and resolve client problems.
• Process cancellation notices by insurers.
• Document customer service transactions.
• Manage changes in exposure and related endorsement processes.
• Forward contract reviews and insurance requests.
• Issue Auto ID Cards as needed.
• Create and update account information in shared databases.
• Assist with claims reporting and invoicing.
• Proactively manage the insurance renewal and new business process.