Account Manager
2 weeks ago
Each Account Manager is a critical member of our production team and is responsible for:
- Supporting Broker's production team by providing strong technical expertise and administrative services relevant to account placement and client service activities.
- Communicating with clients and underwriters to ensure accurate account information.
- Preparing submissions for markets and quote cover letters to clients. Reviewing policies and other documents received for accuracy.
- Supporting inputting and updating current client information in all required systems
- Preparing accounts for renewal and may solicit new or renewal business as directed by Broker.
- Fulfilling assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
- Resolving invoicing issues.
- Communicating with Premium Accounting regarding notices of cancellations.
- Assisting to confirm claim notifications are sent to the claims department.
- Performing basic office duties; filing/copying/printing documents/maintaining files
- Preparing reports, submissions, cover letters and review policies for accuracy.
- Continual enhancement of industry knowledge.
- 1-2 years of relevant experience in a commercial insurance brokerage or underwriting role.
- Relevant wholesale or retail agency/brokerage experience preferred.
- Associate's degree or higher preferred.
- Demonstrated understanding of insurance products and services.
- Ability to manage workload with minimal supervision.
- Critical attention to details.
- Proficient in Microsoft Office including Word, Outlook and Excel.
- State Licensing - where required
- Must be able to obtain insurance license within 90 days of hire
- Lehi, Utah
- In office position
- Generous employee benefits package which includes a robust wellness program
- Employee Ownership Opportunities
- Career progression opportunity - the potential for growth within the company
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