What are the responsibilities and job description for the Assistant Account Manager position at Judge Direct Placement?
Our client is currently seeking a Insurance Account Manager.
This position is hybrid but most be local to the Philadelphia, PA area. No relocation provided.
Responsibilities:
- Expected to service a book of business and respond to client inquiries.
- Solid technical abilities.
- While part of a team, should be able to work solely servicing clients and interacting with brokers both wholesale and retail.
- Ability to market and possesses market relationships, along with rating, preparing proposals, presentations and Schedules of Insurance.
- Solid analytical skills Work on Binder, Issue Certificates of Insurance, prepare renewal applications and specifications.
- Check policy for proper documentation received.
- Update and maintain policy exposure information.
- Prepare letters and correspondence.
- Respond to client inquiries, incoming mail, and company requests on a timely basis.
- Prepare billing following agency’s guidelines.
Requirements:
- 4-7 Years’ of Insurance Account Management Experience with a brokerage firm or MGA.
- Commercial Lines knowledge REQUIRED.
- Current P & C License REQUIRED.
- Experience with CRM - Applied/Epic REQUIRED.
- Proficient in Microsoft Word, Outlook and Excel.
- Detail oriented.
- Oral and written communication skills to communicate with clients, underwriters and team member.
Salary : $70,000 - $85,000
