Sr. Account Manager
2 weeks ago
Health and Welfare Programs Including Medical, Dental, and Vision Insurance
Retirement and Income Protection Programs, including a 401k plan
Work/Life Balance Including PTO, Holidays and Remote work opportunities
Career Advancement Opportunities Job Type : Full Time
Location : Media, Pennsylvania
Pay : Great Pay + Benefits
Job Description
What you will be doing: Service clients on a book of assigned business in accordance with service and quality management standards and procedures. Promote ongoing client loyalty.
Retain, in conjunction with the Producer and/or Account Executive, all assigned accounts including the following responsibilities according to ECBM standards and procedures:
Input and maintain client policy information in the agency management system (AMS) accurately and in accordance with ECBM standards and procedures.
Prepare Certificate of Insurance masters and cooperate with our Certificate Department in the issuance of all COI’s required by the client. This includes the review of any non-standard certificate requests and the review of contractual requirements as needed.
Assist in preparation of, and presentation of, Claim Review as required by Client Service Plan
Coordinate with assigned Client Analyst all endorsements as requested by the client.
Respond to clients’ ongoing service needs in accordance with ECBM service standards.
As required by client, negotiate all surety and fidelity bonds.
Communicate client needs to all other departments including accounting, claims, reporting, or others as required.
Notify manager, producer, and account executive of cancellation, audit, or coverage issues on clients. Keep producer and account executive informed on any important activity of their clients. Experience you will need: College degree preferred, but high school diploma or equivalency required.
Professional Designation is a plus.
Must have good communication skills, both verbal and written.
Good listening skills and attention to detail are required.
Must have excellent problem solving.
Should have at least 5 years of insurance experience with good understanding of multi-line commercial insurance contract and coverages.
Should possess some understanding of negotiation process and have ability to handle multiple priorities.
Property Casualty Agent’s License required. Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days
Ryan Mishra #INDEH123
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