Account Manager- Small Business Insurance

Job Description

The Property and Casualty Small Business Account Manager is responsible for managing all aspects of new and renewal business for small business clients. This role involves direct interaction with clients and insurance carriers, ensuring seamless account servicing, accurate policy management, and effective communication to address client needs. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to multitask in a dynamic environment.

Small Business Account Manager Duties and Responsibilities include:

• Responsible for handling all aspects of new and renewal business. Including preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Servicing the needs of client accounts by; inputting and updating policy details and maintaining new/renewal client files.
• Other duties include inputting and updating policy details and maintaining new/renewal client files.
  
  

Requirements:

• IL P&C Producer License
• The ability to multitask and handle a large volume of items simultaneously
• Good organizational skills, with high attention to detail
• Ability to prioritize and work independently
• Able to work in a team environment
• Eager to learn new tasks
  
  

Knowledge & Skills

• 5 years of P&C Account Management Insurance experience preferred not required
• Excellent verbal communication, interpersonal and written skills
• Proficient in Word, Excel, and Power Point
• Knowledge of the Epic agency management system preferred
• Proficiency in using office equipment such as fax machines, copiers and printers and email