Account Manager

4 days ago


Kansas City, Missouri, United States Mylo LLC Full time
Job Overview

As a key member of the Mylo LLC team, the Account Manager will play a vital role in servicing the needs of small commercial clients. This position requires a strong understanding of property and casualty insurance, as well as excellent customer service skills.

Key Responsibilities
  • Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
  • Manage a designated book of business, including responding to client inquiries and maintaining accurate documentation.
  • Support the implementation of new lines of coverage, including setting up accounts, collecting necessary documentation, and reviewing plan details with clients and carriers.
  • Request and collect quotes from carriers, reviewing them for accuracy and making requests for changes as needed.
  • Process audits and perform audit reviews, ensuring accuracy and completeness.
  • Update agency management systems to reflect changes during the year.
  • Monitor receipt of quotes from carriers and bind coverage as needed.
  • Inform clients of any changes that may affect insurance premiums or coverage.
  • Input client information into agency management systems, ensuring accuracy and completeness.
  • Work with Mylo Accounting and/or carrier Accounting teams to resolve discrepancies.
  • Responsible for completing the Certificate Instruction Document and executing complex or unusual certificate requests.
  • Become proficient in 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, and agency processes.
  • Attach all correspondence into ImageRight.
  • Perform other responsibilities and duties as needed.
Requirements
  • 3 years of property and casualty insurance experience is required.
  • Property and 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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