Account Manager II

Primary Responsibilities

• Respond to client inquiries maintaining documentation of communication noting existing issues and issue resolutions
• Gather and compile client exposure information from clients
• Establish an expertise in exposure evaluation
• Review quotes, policies and related documents and make requests for changes as needed
• Input client information into data management system, ensuring accuracy and completeness
• Generate materials for client presentations and meetings
• Perform other responsibilities and duties as needed

  Requirements

  • Must possess an active Property and Casualty agents' license. The addition of an active Life and Health agents license is a bonus.
  • A minimum of two years of current agency insurance experience is preferred.
  • Strong oral and written communication skills
  • Sigificant degree of independent judgment and discretion
  • High attention to detail
  • Current working knowledge of Microsoft Office Suite, especially Excel and Word