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Account Manager II

Sunstar Insurance Group LLC

Job Description

Job Description

Primary Responsibilities:

  • Respond to client inquiries maintaining documentation of communication noting existing issues and issue resolutions
  • Gather and compile client exposure information from client
  • Establish an expertise in exposure evaluation
  • Review quotes, policies and related documents and makes requests for changes as needed.
  • Input client information into data management system, ensuring accuracy and completeness
  • Generate materials for client presentations and meetings
  • Perform other responsibilities and duties as needed

Requirements

  • Must possess an active Property and Casualty agents' license. The addition of an active Life and Health agents license is a bonus.
  • A minimum of two years of current agency insurance experience is preferred.
  • Strong oral and written communication skills
  • Significant degree of independent judgment and discretion
  • High attention to detail.
  • Current working knowledge of Microsoft Office Suite, especially Excel and Word

Vacancy posted a month ago
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