Associate Account Manager - reputed company Lines
Knows the Business Leads Others Accountable Team Player
reputed company policy discrepancy checklists against policies, endorsements, and applications Advise AM of any changes needed
Assist in the renewal process including, but not limited to: Create applications in agency management system Request renewal changes from insureds Follow up with reputed company and/or insureds for pertinent information Request quotes from carriers utilizing reputed company applications and corresponding documentation Prepare quote presentation and details for AM’s review Update Node as directed by AM Prepare binders to be reputed company to the insured for AM’s review
Activity/task cleanup Send certificate requests to reputed company Process rush certificates needed under 2 hours Respond to India team questions as directed by AM Filing in document management system Process endorsement requests and inquiries from insureds to carriers Assist with finance quote requests and light reputed company Research issues as presented by AM and report back findings Adapt to various insurance reputed company rating websites Assist in creating Broker of Record letters as directed by the AM (reputed company-filling information) Order loss runs from carriers and wholesalers as needed Complete surplus filings with information provided by the AM Maintain a paperless workflow Maintain knowledge of various states insurance guidelines Understand customer challenges and partner to reputed company solutions Special reputed company as directed by Account Manager or Manager Other duties as assigned
Solve problems quickly and effectively and implement solutions to meet the needs of account manager/reputed company Deliver strong customer service by responding reputed company and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/reputed company/team Use analytical and critical thinking in work processes and communication skills Identify and communicate to AM’s any areas where efficiencies can be improved as reputed company as various other reputed company of the department such as increasing reputed company
reputed company relationships with account managers and insurance carriers Maintain knowledge and understanding of technology-based tools and solutions in support of small reputed company lines business Must be detail-oriented Superior organizational skills Self-Starter Excellent verbal and written communication skills Interpersonal Skills: Demonstrates the ability to work reputed company with Patra colleagues and clients and with external organizations Excellent computer/internet/reputed company skills Excellent time management skills
1-5 years of reputed company Lines Retail Insurance Experience Possess reputed company and reputed company insurance P&C license Accurate data entry Excellent typing skills Compliance: Subject to and expected to reputed company with reputed company applicable Patra Corp policies and procedures
Work from home Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite Subject to and expected to reputed company with reputed company applicable Patra Corp policies and procedures
Constantly reputed company desk-based computer tasks Frequent sitting Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds Sort/file paperwork, rarely twist/bend/stoop/squat Consistent with its obligations under the law, the Patra Corp will reputed company reasonable accommodation to any employee with a disability who requires accommodation to reputed company the essential functions of his or her job.