Cravens Warren

Commercial Associate Account Manager

Job Description - (Non-Exempt Position)

Reports to:

Summary: Our Insurance and Risk Management firm was founded in 1946. Since then, we've been providing sound Insurance and Risk Management advice to clients. We focus on Risk Management as a way to establish credibility as Insurance Advisors. We are currently looking for an Associate Account Manager to add to our team.

Primary Role: Partner with Account Executive to coordinate and provide the daily management and delivery of Client Customer Service, interacting directly with clients on assigned accounts and underwriters. Exercise independent judgment, provide accurate and timely service, and implement agreed-upon strategies to create and maintain an optimal insurance program.

Duties:

• Negotiate additional coverage terms, conditions and pricing as warranted by client to meet Certificate of Insurance requirements.
• Oversee the accurate and timely issuance of daily and/or renewal Certificates of Insurance.
• Assist Account Executive in the renewal policy process for book of business.
• Prepare and present specifications to underwriters, negotiate terms, conditions, pricing and frequently communicate marketing status to Account Executive.
• Create precise proposal providing content in a logical format.
• Assist in Account Executive's daily handling of processing items such as invoicing, endorsements, audits, fleet schedule management, etc.
• Provide comprehensive binding instructions to carrier(s) and Confirmation of Coverage documentation to client, as assigned by Account Executive.
• Receive final detailed binding instructions from Account Executive, i.e. certificate issuance, invoicing, premium financing etc. and follow through with those tasks.
• Review contestable audits for accuracy, clarify client numbers/concerns and facilitate return and revisions with underwriter.
• Finalize policy review process ensuring thorough analysis.
• Create concise, written correspondence.
• Have the organizational and technical skills to maintain a high volume workload requiring attention to detail and meet or exceed significant timelines.
• Routinely communicate with account team members any potential change, problem or concern expressed by client and/or underwriter.
• Develop and maintain business relationships based on honesty, integrity and trust.
• Conduct business with a positive demeanor, demonstrating professionalism and a commitment to service excellence.

Skill Requirements:

• Excellent written and verbal communication skills.
• Highly organized and adeptness to prioritize.
• Exceptional computer knowledge and aptitude.
• Proficient Microsoft Office 2010 Word, Excel and Outlook.
• Experienced multi-tasking in fast pace environment.
• Math competency.
• Take initiative, problem solve, make independent decisions and accept responsibility for those decisions.
• Demonstrate and broaden insurance knowledge.
• EPIC Agency Management System experience will be highly favored.

Licensing, Education and Experience Requirements:

• State of Texas Insurance License.
• High School Diploma or equivalent required. College Degree, preferred.
• Minimum five years insurance experience.
• Three years agency and/or brokerage experience supporting Commercial Property & Casualty lines of coverage.

Please email resume to Ashley Hart, President, at ahart@cravenswarren.com.

We are flexible employers! We are willing to consider flexible job arrangements, to include 30 hours per week / 4 days per week.

No recruiters, please.