What are the responsibilities and job description for the Account Manager position at Clickajobs?
Account Manager - P&C License REQUIRED.
Location : Denver, CO
Pay : $60,000-70,000 Annual Bonus Opportunity.
Licensure : P&C License
Work Set-Up : IN-OFFICE - with 5 remote WFH days a month.
SUMMARY
Our client is seeing an Account Manager to provide high-quality service to Clients and Account Executives. AMs work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Executives in the administration of policies, coordination of billing / payment, processing applications and other administrative duties and projects as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manage the activity for assigned accounts.
- Manage the schedule of values for each assigned Client.
- Set up new and renewal policies, assist with creating premium allocations and then creating invoices by property.
- Tracking client account balances and working with the accounting department to ensure prompt payment is executed.
- Create schedules of insurance and proposals.
- Administer quarterly reporting and invoicing of locations added or removed from the schedule of values.
- Endorsement processing.
- Maintain current schedule and policy records in SAGE, our custom account management system.
- Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents as needed.
- Support administration of program adjustments including dividend and audit adjustments.
- Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
COMPETENCIES REQUIRED
Team Player :
Active Listening :
Initiating Action :
Information Seeking :
Quality Extended Task Focus :
Composure and Resilience :
Time Management :
QUALIFICATIONS
FLEXIBLE WORK SCHEDULE
We recognize that flexibility of work schedule is important. Candidate will be able to work remote five days out of every month, with the entire month of August being flexible.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to handle basic office procedures i.e., answering phones, work on computer / laptop, move files no more than 5 lbs. – 10 lbs. Ability to work extra hours as requested, i.e. during heavy renewal periods. Ability to go out on client calls, both local and minimally out of state usually with Account Executive.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to leverage fingers, or handle documents; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
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Salary : $60,000 - $70,000
