FNIC Trusted insurance advisors

Account Manager

• Effectively and independently manage customer service accountabilities on a book of business
• Assist producer in development of service plan for key accounts
• Manage renewal process according to agency procedures
• Negotiate most advantageous renewal terms and conditions for the client
• Complete servicing of accounts, including preparing proposals, issuing certificates
• Promptly invoice all premium-bearing transactions
• Review policies upon receipt in accordance with agency procedures
• Promptly respond to customers' questions and/or requests for assistance
• Communicate all necessary information to producers, clients, carriers, and agency team members
• Maintain the electronic account file and fully incorporate agency management system into daily workflow
• Perform quality reviews as requested by management
• Meet with and maintain effective working relationships with clients and insurance company representatives

Senior Account Manager, Commercial Insurance