Demo

Account Manager

Northern Capital Insurance Agency Services LLC
Clarkston, MI Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 3/5/2025
We are hiring an experienced commercial/personal lines Account Manager. The ideal candidate MUST have at least 5 years of experience in handling small to middle market size accounts. AMS360 management software knowledge is required. Must have a full understanding of ACORD forms, completing ACORD applications, and client management . We value our staff and fully support anyone, at any level, in their desire to advance their career.

Responsibilities
  • Act as liaison between clients and insurance companies
  • Handle policy endorsements, renewal processing, and agency billing
  • Process claims and assist with audits
  • Promptly respond to requests for information and documentation, and answer questions about coverage
  • Build and maintain strong relationships with clients
  • Prepare ACORD applications, supplemental apps, loss runs, photos, Excel spreadsheets, premium breakdown charts, and other necessary documentation needed for marketing
  • Collaborate with underwriters to assess client risks, and negotiate premium/rate changes
  • Prepare summaries of insurance, statement of values, and annual premium analysis for clients

Qualifications
  • Strong communication & organizational skills
  • High level of professionalism and courtesy
  • Excellent Time Management skills
  • Works well with others and can multitask
  • Proficient in Microsoft Office Products
  • Great attention to detail and prioritizing tasks effectively

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