Account Manager, Workers' Compensation (Entry Level)

Responsibilities

• Support brokers with the intake, review, and preparation of new business Workers’ Compensation submissions
• Input and maintain submission, quote, and policy data in agency management and carrier systems
• Cook with and obtain required documentation, loss information, and supplemental material
• Coordinate with retail agents to obtain required documentation, loss information, and supplemental material
• Track submission status, follow up with carriers and agents, and maintain organized workflow queues
• Aid with quote preparation, binding documentation, and initial policy file setup
• Ensure electronic files are properly documented and maintained in accordance with record-keeping requirements
• Respond to internal and external inquiries in a timely and professional manner
• Adhere to company policies, procedures, and regulatory requirements
• Participate in process improvement efforts and cross-training as assigned

Requirements

• Working knowledge of insurance operations; Workers’ Compensation experience preferred
• Strong organizational and time-management skills with the ability to manage multiple priorities
• High attention to detail and data accuracy
• Effective written and verbal communication skills
• Proficiency with Microsoft Office applications and insurance management systems
• Ability to work independently and collaboratively in a hybrid environment
• Ability to perform efficiently in a deadline-driven, high-volume setting
• Demonstrate willingness to learn, adopt and evolve with AI-enabled tools and workflows through ongoing training and support