Account Manager

• Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
• Assist in the development of strong business relationships with appropriate insurance carrier personnel.
• Recognize and satisfy carrier goals and objectives to enhance business relationships.
• Maintain files with proper records according to company procedures.
• Follow company procedures in order to achieve positive audit results.
• Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
• Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
• Review accounts receivable report for all assigned accounts to support client retention.
• Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
• Attend training and seek self-directed learning to continue education in industry and technical knowledge.
• Other duties as assigned.

Account Manager, Commercial Lines

Territory Manager

Treasury Management Account Manager

Account Representative

Point of Care Territory Manager

Public Sector Account Manager