Account Manager overseeing commercial accounts ranging from $3.5M - $4M at a global Fintech leader. Responsibilities include client interaction, policy processing, and servicing commercial accounts.
Responsibilities
Interact with clients to address all servicing needs
Processing of policies, endorsements, and audits
Enter policy data into client management system
Order loss runs for re‐marketing accounts
Keep desk and files organized at all times
Prepare renewal rating quotes and proposals
Attend agency and department meetings
Requirements
Account size management ranging from $3.5M - $4M
Proficiency in agency management system (Epic)
Experience with commercial accounts servicing
Strong client interaction skills
Ability to process policies, endorsements, and audits
Effective communication with carriers for underwriting matters
Ability to attend agency and department meetings and training
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