Account Manager

• Responsible for supporting the Underwriter in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection.
• Responsible for reviewing, preparing work orders for rating and issuing policies. Applies screening criteria in accordance with guidelines. Communicates with customers to obtain needed and required underwriting information and resolves problems.
• Responsible for handling high volumes of transactions. Effectively balance quality, and timeliness while working alongside the Underwriter to Manage a Book of Business).
• Multi-task, prioritize and manage daily work activities. Organizes work, based on AM/UW Huddles, recognition of Top Agents, and territorial differences, so that others can easily determine what needs to done and effectively continue the work and respond to customers as needed. Maintains an effective pending/diary/follow-up system. Maintains a professional/organized work area.

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