Accounting Manager

Role Overview

• Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
• Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
• Reviews and summarizes marketing results and prepares proposals
• Finalizes proposals and presentations in coordination with producers
• Binds insurance coverage and prepares binders and or delegates certificates issuance
• Reviews policies for accuracy and reviews contracts
• Prepares summaries and/or schedules of coverage for clients
• Schedules appointments with clients as requested by sales producers
• Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
• Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
• Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
• Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary
• Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.

Requirements

• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
• Applied Epic Agency Management experience preferred but not required
• High School Diploma or the recognized equivalent is required
• Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required
• Active P&C License

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away