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Account Manager Major Accounts

Job Description - Account Manager Major Accounts

Description

This position is responsible for the billing, collections and customer service for major accounts (Global Casualty, ESIS and Casualty Risk Construction).

 

Duties & Responsibilities

 

  • Reduce aged receivables and unapplied cash by strictly following collections procedures with appropriate escalation.  Calls and emails sent within guidelines. 
  • Effectively establish account parameters in SBS within 48 hours of receipt of documentation for accurate billing, financial recording, and revenue recognition.
  • Work closely with business units and external clients to fully understand their needs and servicing requirements.  Respond timely and accurately to all inquiries.
  • Provide guidance and direction on optimal funding and payment methods to satisfy client needs, while maintaining corporate financial integrity and cash flow goals.
  • Provide accurate departmental reporting within the required timeframe.
  • Effectively negotiate account reconciliations to conclusion.
  • Actively participate in special projects and system improvements.  Participation can include writing business requirements, system testing, etc. 


Qualifications
  • Understand fundamentals of insurance, financial best practices, preferably in Casualty Insurance, Insurance Finance or ESIS products and services.  B.S. degree preferred.  
  • Ability to work and solve problems independently; to seek and assimilate information regarding Global Casualty, ESIS and Casualty Risk Construction business from various sources.
  • Excellent negotiation and verbal and written communication skills.      Ability to deal with clients, brokers and Chubb's personnel in a professional, knowledgeable and courteous manner.
  • Demonstrated ability to handle multiple demands and priorities.
  • Displays initiative and accepts accountability.
  • Adapt well to change and handle conflicts effectively. 
  • Excellent organization and problem solving skills. 
  • Strong experience in Microsoft Office products, primarily Excel.      
  • Aptitude for learning new technology. 
  • Prior billing and/or collections experience preferred.


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