Associate Account Manager - Commercial Lines
Risk Strategies Company
The Commercial Assistant Account Manager provides support to the Commercial Lines Account Manager and Producer/Account Executive in obtaining, maintaining, expanding, and servicing accounts. Your Impact :Prepare the Renewal Update document to be reviewed by Account Manager and released to Producer; Producer to obtain renewal information from the clien tAssist Account Manager in the preparation of the submission for Marketing Dept. or incumbent carrier
- Assist Account Manager with follow ups to the incumbent carrier(s) to obtain renewal quotes in a timely fashion
- Prepare the renewal proposal for review by the Account Manager prior to release to Producer and/or Client; Account Manager to transmit to client if Producer not available
- Perform the Renewal Procedures after Account Manager has requested renewal coverage to be bound
- Perform entire renewal process for accounts generating less than $6,000 revenue with assistance and guidance from Account Manager (not applicable to Core Commercial Associate Account Manager)
- Prepare Accord Change Request; transmit changes to insurance carrier(s); updates AMS/Image Right
- Process final audits: review, invoice, transmit
- Process incoming mail as requested by Account Manage
- Order loss runs (back-up to Commercial Technical Associates)
- Handle items reflected on bi-weekly Exception Report
- Keep abreast of industry changes and trends
- Participates in seminars and classes for knowledge and skill development
- Perform other duties as assigned
Vacancy posted 2 days ago
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