Account Manager, Select Clients, Portfolio Solutions

About the role

This Account Manager role will assist the Account Executive and Producers on the Select Client, Portfolio Solutions book with marketing and servicing of new and renewal business. The role will also help coordinate with the production team and insurance carriers to facilitate successful client renewals.

Responsibilities

• Discuss renewal strategy with Account Executive internally in preparation for renewals.
• Prepare for renewal outputs:
  • Review certificate holder list and provide to client.
  • Confirm manuscript certificates needed.
  • Understand Auto ID Cards distribution for clients.
  • Determine Work Comp Posting needs and how to distribute.
  • Send quotes to client and obtain bind order as needed.
  • Determine if Premium Financing is needed and obtain quotes.
• Create Policy file in shared drive once binders come in.
• Send binders to client with list of subjectivities, input into EPIC, and send to CAC Binders for data collection.
• Complete invoices and send to client.
• Issue and distribute renewal outputs.
• Follow up with carriers for policies.
• Follow up with brokers to confirm policies have been checked.
• Send checked policies to client and place copies in EPIC.
• Follow up with carrier if any endorsements are needed.
• Maintain EPIC (policies, endorsements, invoices, Auto ID Cards, Certificates, Audits, etc.).
• Monitor expiration dates of all policies, including fees.
• Suspend for Audits and review against binders/agreements.
• Handle ad hoc requests for certificates, auto ID cards, and endorsements.
• For new clients:
  • Set up in EPIC.
  • Work with Brokers to obtain copies of policies from carriers.
  • Request and review prior brokers Schedule of Insurance, recreate from CAC.
  • Request and review Certificate copies and an Excel schedule, update as needed, and import into CAC system.
  • Request and review Auto ID Cards.
  • Develop and maintain account handling instructions.
  • Plan out the next year for renewals.
• Follow up with client for payment.
• Resolve accounting issues.

Requirements

• Bachelor’s degree preferred.
• 3+ years of P&C insurance experience required.
• State-specific license required, or obtained within 60 days of hire.
• Ability to work in a fast-paced environment.
• High level of professionalism and confidentiality.
• Strong verbal and written communication skills.
• Attention to detail & time management skills.
• Proficient in Microsoft Office products (Word, Excel, PowerPoint).
• Salesforce, eCerts, and EPIC experience preferred.