Account Manager I
Job Description
Job Description
Primary Responsibilities:
- Manages the service and sales support for assigned book of commercial lines business
- Assists with all new and renewal submissions
- Markets new business and current accounts in a timely manner
- Review Policies for accuracy and completeness
- Reviews client policy transactions to verify they are in accordance with company guidelines
- Documents all activity related to a customer/policy in agency management system
- Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
- Provides prompt, accurate, and courteous service to customers, producers, and company personnel
- Improves insurance skills and knowledge by seeking out educational opportunities
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