Account Manager I

The Account Manager I is responsible for working with Brokers/Account Managers to service large complex property/casualty clients, providing day-to-day account management, and learning to manage large property/casualty programs under senior team member direction.

Requirements

• Gather and input data into the agency management system
• Provide assistance with various tasks and processes relative to new and renewal business
• Prepare specifications &/or Acord apps as necessary for marketing/pricing under the direction of a senior level colleague
• Assist or ‘shadow’ senior level colleague(s) in the marketing and negotiating of specific program lines of business
• Participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Manager
• Create and maintain client files in accordance with NFP’s Service Model Standards
• Maintain client policy records in the agency management system
• Prepare ID cards, certificates of insurance, Accord applications, binders and cancellations under direction of more senior level staff
• Verify Coverage for certificates of insurance issued by dept Processor or other team members
• Verify that documentation (policies and endorsements,) and information requested are accurate
• Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff)
• Verify the accuracy and compliance of requested documentation (policies and endorsements)
• Process premium and non-premium endorsements, follow up with carriers for outstanding policies, endorsements, corrections, etc.
• Invoicing, finance agreement preparation and assist on billing questions from clients, accounting personnel and insurance company personnel when necessary
• Processing Broker of Record Requests
• May Complete Affidavits and Due Diligence Forms for non-admitted placement
• Special projects as assigned by management or senior level staff

Benefits

• PTO
• Paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs