Coverage Cat

Account Manager

• Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures
• Perform an annual review of renewal policies for proper coverage, incorporating information obtained from the client and/or Producer
• Maintain client files and ensure proper documentation by processing all policies, endorsement changes, documentation, activities, etc., according to agency procedures, and within agency timelines
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to ensure items were received as ordered.
• Participate in courses for insurance/sales skills.
• Maintain current knowledge of underwriting requirements of carriers.
• Keep current with industry trends by reading appropriate journals and company bulletins.

Personal Lines Account Manager