Job Details

Account Manager

  2019-06-07     Propel Insurance     1201 Pacific Avenue #1000  

The Account Manager’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service.

Job Functions:

  • Process service requests:
    • Prepare quality submissions to carriers on behalf of client or prospect.
    • Review and analyze quotations received from carriers.
    • Prepare professional and accurate proposals for presentation to our clients.
    • Prepare professional and accurate summaries for existing clients.
    • Review endorsements for accuracy.
    • Process premium audits and assist client in event of a dispute.
    • Prepare certificates of insurance.
    • Perform contract review with respect to insurance requirements.
    • Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed.0
    • Review newly issued policies for accuracy before delivery to clients.
  • Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
  • Maintain and prioritize workload, including work to be handled by Account Assistant.
  • Conduct monthly renewal meetings with producer and other Account Managers on the team.
  • Maintain certifications and complete assigned training goals.
  • Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
  • Perform other duties as assigned by the Commercial Services Supervisor or Team Coordinator.

Knowledge and Skills:

  • Strong oral and written communication skills.
  • Solutions oriented toward delivering services.
  • Demonstrated proficiency in MS Office: Word, Excel, Outlook.
  • Agency Management System Experience. AMS Sagitta preferred.
  • Strong technical coverage knowledge of commercial lines.
  • Strong work ethic – timely follow-up, team oriented, proactive, detail oriented, and dependable.
  • Ability to work independently

Experience and Education

  • Minimum 3 years industry experience.
  • Oregon State Agents License.
  • Industry related certifications preferred.
  • 2 + years working in a similar capacity preferred.
  • College degree preferred.

Physical Requirements:

  • Occasional lifting of files approximately 20 pounds or less.

Other Requirements:

  • Occasional travel to other office locations, seminars, training, and conferences.
  • Valid driver’s license.

Do not contact this company in solicitation of any product or service.

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