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ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Assist Account Executives servicing existing and prospective customers by performing data entry of information, as well as other tasks related to client and/or their current policies.
• May be required to travel with Account Executive to meet with clients.
• Prepare submissions to insurance underwriting markets for review by Account Executive/Supervisor.
• Send submissions to insurance underwriting markets and negotiate renewal, as directed by Account Executive/Supervisor.
• Maintain and follow timelines for renewal process.
• Provide service to existing clients, assisting them with questions, problems, changes, certificates, or other issues regarding their account.
• Contact client for updated renewal information, order loss runs, and update applications and/or spreadsheets for marketing.
• Assist account executive and in-house marketing specialists as necessary.
• Respond to requests for any additional information requested by various markets.
• Prepare, process, review and monitor policies, renewals, applications, changes, endorsements, binders, contracts, audits, etc. to ensure accuracy and prevention of errors and omissions.
• Support the sales function through account rounding of existing accounts (new lines of coverage/limits, gaps, and upgrades) by referring new sales opportunities to Account Executives and/or other departments.
• Policies and Endorsements: enter data, maintain suspense system, scan and attach documents, review and attach spreadsheets for Statement of Value, automobile fleet lists, etc.
• Invoice transactions for premiums, agency fees, company fees, taxes, etc. and other accounting related functions. Prepare spreadsheets for allocation of premium as requested.
• Surplus line accounts: check requirements by state to ensure state guidelines are followed with regard to approved carriers, taxes, fees, completion and filing of documents, etc.to avoid fines that may be imposed by states.
• Assist with and/or complete coverage analysis for review by Account Executives or other senior members of account team.
• May mentor Assistant Account Managers and/or other junior members of team and review their work.
• Prepare presentations for client renewals.
• Coordinate additional services with other teams, including Claims, Loss Control, Management Liability and/or Benefit groups.
• Perform other tasks as assigned by management.

SUPERVISORY RESPONSIBILITIES                                                 

• May have supervisory oversight of Customer Service Representatives, Assistant Account Mangers and Account Managers that are part of the account team.

EDUCATION AND/OR EXPERIENCE       

• Bachelor's degree in a related field.
• 7+ years of related experience and/or training and 5+ years in a Senior Account Manager role.
• Equivalent combination of education and experience.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS 

• Texas General Lines Agent Property & Casualty Insurance License.

• Appropriate insurance licenses in each state where business is being solicited.

• Ability to obtain other licenses as required.