Small Business Account Manager

October 20

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Nonprofit insurance • human service organization insurance • insurance

51 - 200

💰 Private Equity Round on 2022-11

Description

• Manager and retain a book of business by providing excellent customer service • Manage day to day servicing to clients, including issuing certificates, auto id cards, processing endorsement requests, policy checking, renewal pricing, billing issues, invoicing, and contract reviews • Address any deficiencies and anticipate client needs with a quick turnaround time • Confidently and accurately answer client situational questions with respect to insurance coverage and advise about uncovered exposures as applicable • Continuous, clear, and professional verbal and written communication with clients and carriers, including client-facing meetings to build strong relationships

Requirements

• Bachelor’s Degree • Active P&C License • 3-5+ years of P&C experience • Preferably with workers compensation, general liability, auto liability, professional liability, umbrella, property, crime, management liability, cyber liability, and/or surplus lines • Experienced with Agency Management Systems, preferably Applied EPIC • Highly comfortable with using various types of computer technology in a face-paced environment