Job Title

Job Summary A dedicated Insurance Account Manager is required to assist in the growth and servicing of customer accounts. The successful candidate will be responsible for leading a team and maintaining positive relationships with customers, stakeholders, and underwriters. Responsibilities Maintain a positive and proactive working relationship with key stakeholders in the renewal system. Perform pre-renewal activities, customer updates, and ensure that marketing and renewal presentations are completed on time and as per company policy. Cross-sell or up-sell other products and services that the brokerage offers to new and existing clients. Build marketing relationships with designated underwriters, maintain a positive and proactive relationship with underwriting, always putting the client''s needs first. Customer Service Be familiar with and follow company policies and procedures as established. Respond to and address all client inquiries and requests in a timely manner. Assist in the collection of deposit premiums, and finance deposits and contracts on behalf of the brokerage. Collection of all outstanding underwriting requests from customers. Constantly obtain and share underwriting information required. Maintain, update and organize all data electronic and paper filing systems utilized by the department/organization. Prepare customer account reconciliations for accounting inquiries. Provide clear instructions to CSR and Processing team for all transactions. Request cancellation on all overdue/unpaid accounts. Team Support Report any problems on potential lost accounts before occurrence to the Service Supervisor. Report all potential bad debts immediately to the Service Supervisor. Take all steps to prevent Errors & Omissions, and report any potential E&O to the Service Supervisor. Supervise and check the processing of the Customer Service Representatives to ensure accuracy. Mentor and provide training assistance to the department Customer Service Representative. Requirements Level 2 Licensed Insurance Agent. Member of or currently working towards the C.I.P. or CAIB designation. 4-7 years'' experience within a commercial insurance business environment. 3-4 years'' experience within a team environment in a customer service position. Experience with Agency Manger, Microsoft Office Suite or comparable computer systems.