What are the responsibilities and job description for the Associate Account Manager position at Synapse Services LLC?
Always exhibit superior customer service traits: Accommodate client requests, facilitate servicing needs & exceed expectations across all brokering-related responsibilities.
- Communicate with carriers/underwriting/producers and brokers regarding renewals,
- Facilitate loss run requests with carriers as needed.
- Facility re-marketing of accounts: Gather, review and organize exposure information from
members. This includes but is not limited to:
o General application information
o Creating deal cover sheets for underwriting
o Location schedules
o Tank schedules
o Auto schedules
o Payroll, TIV or Revenue details
o Environmental reports
- Assist Producers and other Marketing deal-team members by benchmarking rates for
- Review quotes and binders for accuracy when received from carrier and supply all
*Generate coverage comparisons and quote proposals when applicable.* Verify policy file organization and documentation according to internal file
audit procedures 4.1.24.
- Respond to clients’ needs by producing appropriate paperwork within timeframes
- Review, verify and initiate policy changes independently and manage completion timeline
- Assist the accounting team in collecting premiums and commissions from agents, as
- Assist the Compliance team in collecting outstanding documentation necessary to
- Works independently recognizing and utilizing available resources and technology.
- Review policy, endorsement, or audit discrepancy forms, proactively order any necessary
- Maintain the accuracy and integrity of both electronic and non-electronic data.
- Must adhere to pertinent laws, regulations, Synapse’s Compliance Policy, and external
Property & Casualty license is required within six months of hire date.
- Basic knowledge of insurance markets, rating procedures, coverages, and industry
- Demonstrated ability to manage multiple priorities in a high-volume position, deliver
- Exceptional interpersonal skills, high level of emotional intelligence, and exceptional
- Goal and detail oriented: sense of urgency and ability to meet client and producer
- Ability to utilize computer and understand functionality. Consistently increasing
- Knowledge and ability to perform technical tasks to expedite client service using critical
- Personal Accountability, willingness to learn and grow.
- Must maintain a valid driver’s license or have transportation available when needed to be
The Associate Account Manager works as an integral part of the Marketing Team to enhance
client relationships and service while focusing on the clients’ daily needs. You will coordinate
service, account renewal marketing, claims communications, administration and provide
consultative guidance for your assigned accounts, as applicable, with assistance from Synapse
Producer and/or other Marketing deal team members. Understand and promote agency
initiatives; to contribute to and enhance the agency’s reputation in all actions.