Accounts Manager

Responsibilities and Duties

• Support Producers’ sales efforts by handling accounts once bound
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
• Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to insure items were received as ordered.
• Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
• Participate in any special projects at management’s request.

Required Experience, Skills and Qualifications
Experience- 2.00- 6.00
Skills- Maintaining a high level of client service, Tally ERP9
Qualification- Graduate & Post Graduate