Provide high quality customer service while assisting in the coordination of services between the client and the insurance company.
Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised.
Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.
Collects and analyzes client exposure data.
Develops and maintain client service plans, manages mid-term changes and assists in Stewardship reviews.
Provides leadership to others on team and at company.
Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s).

Strong oral and written communication skills with a proven commitment to high quality customer service.
Strong attention to detail.
Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
Demonstrates a sense of urgency and a proactive approach to meeting service requirements.
Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
Develops and maintains a working knowledge of B&B systems and processes.
Ability to work in a team environment that is constantly changing.
College degree preferred.
3 or more years related experience and licensed as a Producer of Property and Casualty in applicable state.
Participates in continuing education in order to maintain the appropriate level of credentials.

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Property Account Manager

Key skills