Account Manager II

Primary Responsibilities:

• Respond to client inquiries maintaining documentation of communication noting existing issues and issue resolutions


• Gather and compile client exposure information from client


• Establish an expertise in exposure evaluation


• Review quotes, policies and related documents and makes requests for changes as needed.


• Input client information into data management system, ensuring accuracy and completeness


• Generate materials for client presentations and meetings


• Perform other responsibilities and duties as needed

Requirements

• Must possess an active Property and Casualty agents' license. The addition of an active Life and Health agents license is a bonus.


• A minimum of two years of current agency insurance experience is preferred.


• Strong oral and written communication skills


• Significant degree of independent judgment and discretion


• High attention to detail.


• Current working knowledge of Microsoft Office Suite, especially Excel and Word