Account Manager

Account Manager Job Description:The Account Manager role will provide high level administrative support, with emphasis on data management, managing client communications, and service work.Key Responsibilities:Work efficiently assisting writing producers to prepare applications for submission and new business/renewal proposals.Maintain current contact and policy information in agency management system/CRM for prospects and clients.Assist with and/or manage the marketing of renewal business as directed by Producer.Manage the timely delivery of the policies to the client via email.Manage cancellations, and appropriately notify insured via phone or email.Other administrative duties as needed to support Producers.Qualifications:Strong attention to detail and accuracy.Excellent written and verbal skills.Time Management.Proficiency in Microsoft Outlook, Teams, Adobe, and Excel.Education and Experience:Insurance experience and license experience are a plus!

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