What are the responsibilities and job description for the Account Manager position at Citadel Insurance Services?
Citadel Insurance Services, is looking for top talent to join our team as an Account Manager. We are an energetic, team-driven, fast paced and rapidly growing organization who seeks to celebrate success and reward results.
Our greatest achievements are not just measured by our corporate growth and success but also through the positive impact experienced by our team.
Each Account Manager is a critical member of our production team and is responsible for :
- Supporting Brokers production team by providing strong technical expertise and administrative services relevant to account placement and client service activities.
- Communicating with clients and underwriters to ensure accurate account information.
- Preparing submissions for markets and quote cover letters to clients. Reviewing policies and other documents received for accuracy.
- Supporting inputting and updating current client information in all required systems
- Preparing accounts for renewal and may solicit new or renewal business as directed by Broker.
- Fulfilling assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
- Resolving invoicing issues.
- Communicating with Premium Accounting regarding notices of cancellations.
- Assisting to confirm claim notifications are sent to the claims department.
- Performing basic office duties; filing / copying / printing documents / maintaining files
- Preparing reports, submissions, cover letters and review policies for accuracy.
Continual enhancement of industry knowledge.
Ideal team member would possess :