What are the responsibilities and job description for the Account Manager - Personal Lines Insurance position at Mylo LLC?
As a Mylo Account Manager, you will help Mylo service the needs of Personal Lines clients. You will help individuals 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.
Responsibilities :
- Services Personal Lines accounts as relating to marketing, claims, and administration
- 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
- Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
- Quote using carrier websites or rating programs
- Reviews quotes, binders, and endorsements and makes requests for changes as needed
- Receives policy, then updates and completes policy check to ensure completeness
- Informs Client of changes that may affect insurance premiums or coverage
- Inputs Client information into data management system, ensuring accuracy and completeness
- Engages with Carriers, Sales and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
- Performs other responsibilities and duties as needed
Requirements :
