- Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner.
- Create binders, certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures.
- Prepare invoices, close binder billings, apply credits, answer billing questions, promptly identify and resolve billing issues, manage the collection process for agency billed items, and prepare premium allocations.
- Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change.
- Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts.
- Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts.
- Work together with the Client Executives and Account Executives in deciding marketing options and assist with negotiating and maintaining strong carrier relations. Assist in reviewing policy checking discrepancies.
- Have an understanding of loss information and histories on assigned accounts.
- Understand and provide training to clients for Kapnick Connect.
- Maintain monthly expiration lists and coordination of Auto ID mailings.
- Process and issue bonds and flood coverage/policies.
- Process cancellations, using agency procedures.
- Work as a team with others on assigned accounts.
- Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines.
- Log in any unprocessed mail.
- Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures.
- Set up and process new business clients with guidance from the Account Executive.
- Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required.
- Assist team members, contacting the client and carrier for information as requested.
- Inform others of carrier programs or changes in coverage or procedures.
- 3 plus years of experience in Customer Service
- 3 plus years of Commercial Insurance experience
- High School Graduate or General Education Degree (Required)
- Strong interpersonal and communication skills (written and verbal)
- Strong attention to detail
- Organization skills
- Ability to manage multiple priorities simultaneously.
- A team-based approach to client management
- Full benefits package including medical, dental, vision and so much more.
- 11 paid holidays including your birthday
- Summer Fridays
- Competitive Salary
- Profit sharing (after a year of service)
- Flexibility
- A caring, family like workplace culture that has something for everyone.
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Account Manager - Troy, United States - Kapnick & Company, Inc.
Description
Job Type
Full-time
Description
About Kapnick Insurance:
Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 180+ colleagues provide expert guidance and creative problem-solving pertaining to business insurance, risk solutions, employee benefits, worksite well-being, and personal insurance to a vast and diverse base of clients worldwide. For over 75 years, companies and individuals have looked to Kapnick as a trusted advisor, providing solutions that protect their operations and employees.
This Account Manager position in our Manufacturing Practice Group works to create long-term, trusting relationships with our clients and carriers. They are the primary point of contact in managing the day-to-day service requirements of our clients. They are responsible for the day-to-day service provided to our clients.
The Account Manager's essential functions include:
To be considered for the Account Manager position, you should have:
Full Job Description
