Associate Account Manager

Responsibilities

• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Researches an issues’ root cause, implements, and resolves policy-related issues
• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
• Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
• Engages in limited client strategy meetings to manage insured expectations for upcoming term
• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and SOV’s
• Establish an expertise in property modeling and exposure evaluation
• Participates in negotiations with carriers for new and renewal quotes with oversight
• Collaborates with senior staff in selecting new markets for submission and requesting quotes
• Helps review new business opportunity information and provides related recommendations to Unit Manager/Account Executive/Producer
• Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
• Reviews quotes, binders, and endorsements and makes requests for changes as needed
• Receives policy, then updates and completes policy check to ensure completeness
• Updates specifications, application, and summary information to reflect changes during the year
• Informs Client of any and all changes that may affect insurance premiums or coverage
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Performs other responsibilities and duties as needed