Commercial Customer Account Manager

4 weeks ago

Houston TX, United States Criterion Executive Search, Inc. Full time

An Account Manager (AM) must perform all tasks in the day-to-day servicing, maintenance and retention of assigned book of business in a timely, accurate and professional manner. An AM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures.
They must have a working knowledge of all lines of commercial insurance, and be able to coordinate, review and monitor all technical support necessary for the servicing of client accounts, including but not limited to:

Compile and organize all client information necessary to manage and process new and renewal business.
Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required.
Obtain customer feedback and take appropriate action; document all customer and carrier conversations.
Input appropriate data into the AMS360 to generate accurate applications, binders, certificates, vehicle identification cards, coverage summaries and other output.
Communicate and coordinate with Account Executives & Producers.

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