Begins to develop relationships; attend meetings and may contribute
Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor
Creates and maintains client files in accordance with office procedures
May be responsible for keeping client policy records in the agency management system
Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

Highly organized with excellent verbal and written communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
Ability to handle situations in a calm, courteous and professional manner
Customer-focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
Ability to prioritize multiple tasks to meet deadlines
Must be able to read, analyze and reconcile financial reports
Possess strong analytical and problem-solving skills
Sharp attention to detail, decision-making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines, and technology
Associates degree (or equivalent) and BA/BS preferred
High-level client service experience required
Insurance experience preferred or able to demonstrate a focus on an insurance career
P&C licensed or ability to obtain licensing within 3 months of hire

Account Manager, Commercial Insurance

Key skills