Client Account Manager
Company: Brown & Brown of Oregon, LLC.
The Client Account Manager’s primary responsibility is to manage the day-to-day service needs of the client by performing a variety of technical assignments and administrative duties. These duties include maintaining computer files, analyzing insurance contracts, marketing, insurance plan design, negotiation of costs for products and services, coordination of claims, loss control, accounting and audit services and research and analysis in various areas as needed. We will rely on the Client Account Manager to foster client satisfaction by helping to establish realistic client expectations, seeking client input, and meeting service commitments on many time sensitive tasks in a professional and punctual manner.
Help clients understand their insurance policies/coverages and determine their individual service needs
Analyze contracts for certificates of insurance, issue certificates and binders
Review for accuracy all policies, changes/endorsements, audits and other documents
Prepare proposals, graphs and service plans for clients
Answer client and carrier questions with day-to-day email, phone, fax and mail requests in areas of policies, endorsements, audits, and accounting/billing, coordination of claims/loss control services
Prepare all necessary applications and data for a complete submission to underwriters
Address policy change requests by processing endorsements
Duties are done independently or in a team environment
Other duties as assigned
Current Property & Casualty License
Bachelor’s Degree (BA/BS) or equivalent with one (1) year of experience in the field of Property and Casualty insurance
Or high school diploma with a minimum of three (3) years of related experience in the field of commercial insurance, other combination of work and/or education will be considered
Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
Familiarity with contracts and their provisions
Fluent with Microsoft Windows, Word, and Excel
AMS360 experience or skills to learn software program at an accelerated ability
Exceptional telephone demeanor
Must have excellent customer service and interpersonal skills
Maintain a high level of confidentiality
We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
2018 True Careers Inc. All rights reserved |
Entry Level Jobs
Jobs in Canada
Jobs in UK
Free Career Test