Account Manager I

1 month ago


Kansas City, United States Mylo LLC Full time

As a Mylo Account Manager, you will service the needs of small commercial clients. You will help business owners leverage Mylo’s innovative digital technology and deliver a superior end-to-end experience. The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.

  • The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
  • Manage designated book of business
  • Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issues resolutions.
  • Supports implementation of new lines of coverage by setting up an account, collecting needed documentation, and reviewing plan details with Client and Carrier.
  • Requests and collects quotes from carriers
  • Reviews quotes, binders, and endorsements for accuracy and makes requests for changes as needed.
  • Processes audits and performs audit review.
  • Performs 2nd policy checking review as needed and updates AMS360 accordingly.
  • Updates AMS360 to reflect changes during the year
  • Monitors receipt of quotes from carriers
  • Binds coverage
  • Informs Client of any and all changes that may affect insurance premiums or coverage
  • Inputs Client information into agency management system, ensuring accuracy and completeness.
  • Work with Mylo Accounting and/or the carrier Accounting teams to resolve discrepancies.
  • Responsible for completing the Certificate Instruction Document
  • Responsible for completing instructions or executing complex or unusual certificate requests.
  • Become proficient using Mylo applications needed to perform job duties.
  • Follow processes and guidelines as set forth by leadership in relation to outsourcing, file documentation, system usage, agency processes, etc.
  • Attach all correspondence into ImageRight.
  • Performs other responsibilities and duties as needed

Requirements:

  • 3 years of Property & Casualty Insurance experience is required
  • Property & Casualty License required or must obtain within 30 days of employment.
  • Knowledge of AMS360 and Image Right or ability to learn
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements as needed
  • Attend company, department, and team meetings as required, including industry training sessions
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
  • Ability to efficiently organize work and manage time in order to meet deadlines

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