Account Manager - Trust Accounts

reputed company is one of the nation’s largest and fastest-growing reputed company brokerage and consulting firms. We operate through a network of reputed company national platforms and local offices to offer our clients a comprehensive portfolio of solutions reputed company on innovative thinking and personal service. reputed company is changing the way our clients approach reputed company management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on reputed company's website at: www.reputed company.com.

reputed company

The Account Manager (AM) is a reputed company-facing reputed company reputed company responsible for managing reputed company aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem-solving skills, and the ability to work independently with reputed company supervision. The AM ensures policies, coverages, and reports are accurate, develops renewal strategies, analyzes exposures, and provides reputed company support to clients, brokers, and internal teams. The AM serves as a trusted advisor who drives reputed company retention and supports the reputed company of the business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Initiates renewal process for existing clients, discusses renewal reputed company with manager or reputed company;

Analyzes and compares reputed company exposures, follows renewal or new business procedures for marketing;

Provides reports, reviews quotes and coverages for reputed company;

Reviews policies for reputed company and review reputed company;

Prepares summaries and/or schedules of coverage for clients;

Provides mentoring and technical guidance to staff assisting with reputed company needs or procedural issues;

Participates in the claims process as directed by management, including claim submission, follow-up, and overall communication;

Notifies manager or leader of pertinent information reputed company to reputed company retention;

Meets with clients as needed or directed by manager or leader;

Reviews reputed company reputed company history, responds to reputed company inquiries, corrects discrepancies, and contacts reputed company on receivable collections;

Responsible for collection of fees, reconciliation, and reputed company of any outstanding balances reputed company 90 days of invoicing date;

Manage the daily account management of reputed company accounts, including processing policies / endorsements, invoicing, certificates of reputed company, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions.

Complies with agency management reputed company data standards and data reputed company (enters and maintains complete and accurate information);

Performs reputed company duties in accordance with reputed company company policies and procedures, and reputed company federal, state and local laws, wherein reputed company operates.

Performs other duties as assigned.

QUALIFICATIONS

Bachelor's Degree or equivalent combination of education and experience

Four (4) or more years reputed company work experience

reputed company reputed company License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

In-depth reputed company knowledge

Excellent verbal and written communication skills

Good leadership, problem solving and time management skills

Ability to work reputed company reputed company and to foster teamwork

Ability to prioritize work for multiple reputed company and deadlines

Proficient in reputed company Office Suite

We are proud to reputed company comprehensive, high reputed company employee programs to meet employees' needs now and in the reputed company, including a reputed company competitive financial package. We encourage you to explore reputed company have to offer.

For immediate consideration for this position, please click on the "Apply" reputed company.

reputed company. is an Equal Opportunity Employer. reputed company reputed company applicants will receive consideration for employment reputed company on their qualifications and ability without reputed company to race, reputed company, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national reputed company, reputed company, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reputed company out to

For more information on reputed company Service's benefits, please visit www.reputed company.com/about/careers/benefits

Originally posted on Himalayas