Private Client Services Account Manager

Private Client Services Account Manager

Requirements

• Education: College Degree, preferred
• 12 to 18 months insurance industry experience preferred
• Ideal candidate has performed significant portion of above tasks or similar activities for 24-36 months
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
• Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.
• Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.
• Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies
• Willing to work overtime due to cyclical nature of business, as needed.

Responsibilities

• Update Agency Systems (Sagitta, ImageRight) and conduct data entry with new or revised client information and policy data as directed & and as required by guidelines of minimum standards of Sagitta data entry.
• Process Daily Reports each day
• Process Download (Rotates among Account Managers)
• Work Download each day for assigned Account Executive
• Process documents necessary to maintain the Client Insurance Program.
• Generate Pre Renewal Survey for all Mid-Market Accounts utilizing Template Letter in Sagitta.
• Generate Pre Renewal Survey for VIP accounts as directed by Account Executive
• Issues New Business Policies upon receiving order (Binder, ID Cards)
• Prepare New Business Proposals (utilizing Excel Template)
• Prepare Renewal Proposals (utilizing SAGITTA FORM DOCUMENTS)
• Prepare Policy Checking documents
• Process Endorsements
• Process Id cards
• Prepare binders
• Schedules of Insurance
• Lost policy releases
• Other functions as delegated by Account Executive or Director Client Services
• Demonstrate Technical expertise by Quoting New Business, Renewals and Remarkets as directed by the Account Executive
• Utilize SilverPlume and/or individual Insurance carrier web sites such as Travelers, Republic, Kemper, Safeco, Progressive, State Auto, Allied, Cincinnati, Chubb, AIG and PURE
• Order appropriate reports as directed by the Account Manager
• Adheres to Department workflows as documented under Best Practices
• Complete Kaplan Correspondence courses for major lines of business H.O., Auto, PAF & Watercraft, Umbrella. Carrier courses in Flood.
• Initiate certification in the TIIA and/or CISR before beginning CIC, API, etc.
• Actively function as team member of the Agency Workforce to ensure superior service to all MMA Clients.
• Participates in seminars and other training to maintain required licenses and for knowledge and skill development.
• Treat clients, prospects, and company employees with courtesy and respect and contribute to a company team approach toward meeting goals and providing excellent client service.
• At direction of Director, Client Services or Manager, Client Services personally oversee the process of assigned client renewals as outlined in the renewal timeline.
• Survey preparation and analysis,
• Interaction with client in gathering of any missing information
• Presentation and negotiation of renewal conditions with the carrier(s)
• Preparation of client proposal and participation in/presentation of proposal to client, updating of any changes necessitated in presentation with appropriate updating to the affected carriers, review of binder if appropriate, invoicing
• Policy review and checking of policy for delivery to client
• Performs other duties as assigned by the Vice President of Client Services or Client Service Manager.

Preferred Qualifications

• College Degree, preferred
• 12 to 18 months insurance industry experience preferred
• Ideal candidate has performed significant portion of above tasks or similar activities for 24-36 months