What are the responsibilities and job description for the Account Manager I position at Mylo LLC?
As a Mylo Account Manager, you will service the needs of small commercial clients. You will help business owners leverage Mylo’s innovative digital technology and deliver a superior end-to-end experience. The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
- The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
- Manage designated book of business
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issues resolutions.
- Supports implementation of new lines of coverage by setting up an account, collecting needed documentation, and reviewing plan details with Client and Carrier.
- Requests and collects quotes from carriers
- Reviews quotes, binders, and endorsements for accuracy and makes requests for changes as needed.
- Processes audits and performs audit review.
- Performs 2nd policy checking review as needed and updates AMS360 accordingly.
- Updates AMS360 to reflect changes during the year
- Monitors receipt of quotes from carriers
- Binds coverage
- Informs Client of any and all changes that may affect insurance premiums or coverage
- Inputs Client information into agency management system, ensuring accuracy and completeness.
- Work with Mylo Accounting and/or the carrier Accounting teams to resolve discrepancies.
- Responsible for completing the Certificate Instruction Document
- Responsible for completing instructions or executing complex or unusual certificate requests.
- Become proficient using Mylo applications needed to perform job duties.
- Follow processes and guidelines as set forth by leadership in relation to outsourcing, file documentation, system usage, agency processes, etc.
- Attach all correspondence into ImageRight.
- Performs other responsibilities and duties as needed
Requirements:
- 3 years of Property & Casualty Insurance experience is required
- Property & Casualty License required or must obtain within 30 days of employment.
- Knowledge of AMS360 and Image Right or ability to learn
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- Attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
