Account Manager

• Interact with clients to address all servicing needs
• Processing of policies, endorsements, and audits
• Enter policy data into our client management system
• Order loss runs for re-marketing accounts
• Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage
• Keep your desk and files organized at all times
• Perform superior customer service at all times
• Properly utilize the management system to keep track of all pending items
• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
• Expedite certificates of insurance if CSR team is short staffed and client needs immediately
• Run MVRs and update driver lists when required
• Prepare renewal rating quotes, based on applications
• Process and issue binders
• Attend agency and department meetings as well as training/education classes and sessions

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