Business Developer responsible for generating new clients and managing sales pipeline for a tech consulting firm. Collaborating with clients to identify needs and offer effective solutions.
About the role
- Associate Account Manager supporting Commercial Lines insurance accounts with various administrative tasks and client management. Ensuring accurate account maintenance and effective correspondence with clients and insurers.
Responsibilities
- Coordinate the servicing of assigned accounts with the Account Manager
- Enter data as required by insurance company automation systems
- Provide support to the Account Manager on pre-renewal processes
- Handle correspondence and the clerical processing of accounts including applications and computer input of each account
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
- Review and process change requests in the agency management system
- Check policies and endorsements for completeness and accuracy. Prepare policies for policy check and delivery to clients
- Maintain an accurate suspense system on all items that require a response
- Responsible for scanning/electronic filing of communications and documents
- Input/ maintain data on account management system and ancillary systems as required
- Other responsibilities as assigned by Account Manager
Requirements
- 2 years of insurance background or work in a professional office environment
- Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel, etc.)
- Ability to organize large volumes of information and set priorities
- Aptitude for details with consistency in follow-up
- Ability & desire to take ownership of role expectations with accountability to internal and external clients
- Intermediate insurance knowledge with proven ability to apply same to your daily work
- Strong verbal and written communication skills
Benefits
- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day Dress-Code
- Service Awards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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