- Maintain a Property & Casualty license along with keeping up with Continuing Education.
- Understanding and following the Basic Procedure Manual and Workflow Manual.
- Only using approved Action Codes in AMS 360.
- Following up and completing open suspense's daily.
- Keeping accurate notation and documentation in the agency management system.
- Servicing and selling commercial insurance products to prospective and existing clients.
- Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
- Providing quality customer service to existing and prospective clients.
- Proactively retaining accounts when applicable.
- Servicing an assigned book of business.
- Staying up to date on new insurance products and market/industry trends.
- The ability to understand and analyze insurance coverage and policy forms.
- Strong written, oral and phone communication skills
- Organize, set, and maintain priorities.
- Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), ACORD forms, and basic online quoting platforms.
- Collecting payment information, uploading payments to various company websites, answer billing questions and recording activity notes in AMS360.
- Assist Account Managers in completing checklists and coverage reviews.
- Prepare and mail out Agency forms and letters as needed.
- Assist with replacement cost estimators, binders, loss runs, etc. as needed.
- Assist small commercial lines staff with various projects as needed.
- Act as primary back up to Account Managers while on PTO.
- Enter/update remarket information for commercial submissions and quoting as needed.
- Collaborate with staff members from other departments to provide total account solutions.
- Perform other duties as assigned.
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Account Manager
2 weeks ago
TRC Talent Solutions portland, United States Direct HireTRC's client is an established auto parts manufacturer looking for a Client Support Specialist in the Supply Chain department to join their team in Portland, ME on a full-time, direct hire basis. · The Client Support Specialist is responsible for interpreting customer requests, m ...
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Business Development Account Manager
1 week ago
The Judge Group Cumberland, United StatesPosition Overview: · As a Business Development Account Manager, you will play a crucial role in driving business growth. Your responsibilities will include identifying potential clients, understanding their needs, and providing tailored solutions to meet their requirements. You' ...
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Senior Account Manager
3 days ago
Marsh McLennan Agency Portland, United StatesUses risk experience to perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lin ...
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Senior Account Manager
4 days ago
Marsh & McLennan Companies Portland, United StatesCompany:Marsh McLennan AgencyDescription:Uses risk experience to perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making rec ...
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Senior Account Manager
5 days ago
Marsh & McLennan Companies Portland, United StatesUses risk experience to perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendation Account Manager, Manager, Sen ...
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Manager - Financial Accounting
1 week ago
The Ladders Portland, United States Full timeGreenbacker Renewable Energy Company is an independent power producer (IPP) and a leading climate-focused investment manager (IM), whose mission is to empower a sustainable world by connecting individuals and institutions with investments in clean energy. Since our founding in 20 ...
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Associate Account Manager
3 weeks ago
FNIC Trusted Insurance Advisors Plano, United States· Associate Account Manager, Personal Insurance · Plano, IL · • Personal Insurance · Job Type: Full-time · Description · Are you looking for? · Time back in your day · Flexible schedule · Paid time off · Fun working environment · Tuition reimbursement · Growth & develo ...
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Finance & Accounting Manager
1 week ago
AEG Portland, United StatesPosition Purpose · The Finance & Accounting Manager will be responsible for financial statements, accounting reconciliations, and league reporting, while ensuring reported results comply with generally accepted accounting principles. · The right candidate will be ambitious, pro ...
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Manager - Financial Accounting
3 weeks ago
Greenbacker Capital Portland, United StatesGreenbacker Capital · Manager - Financial Accounting · Portland , · Maine · Apply Now · Greenbacker Renewable Energy Company is an independent power producer (IPP) and a leading climate-focused investment manager (IM), whose mission is to empower a sustainable world by conne ...
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Territory Account Manager
1 week ago
PTC Portland, United StatesOur world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. Our people make all the difference in our su ...
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Nexus Technologies Cumberland, United StatesJob Summary: This job posting is for a position in Cumberland. It is the responsibility of the applicant to thoroughly read and understand all sections and links provided in this vacancy announcement. · Duties: The main responsibilities of this position include managing accounti ...
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Senior Personal Insurance Account Manager
5 days ago
KMA Human Resources Consulting Portland, United StatesLotfey Dennett Insurance Brokers / Sr. Personal Insurance Account Manager / Portland, Maine · We are working with our client Lotfey Dennett in seeking a Sr. Personal Insurance Account Manager to be based in their Portland, Maine office. Hybrid schedule available. · Requirements ...
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Accounting Manager,
3 weeks ago
Portland Public Schools Portland, United States Full timeSUMMARY DESCRIPTION: Reporting to the Senior Executive Director of Finance & Operations, the Accounting Manager will supervise the accounting functions for the School Department. This will include supervising both the staff and grant accountants. Responsible for · the preparation ...
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Account Manager
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Spectrum Portland, United StatesDo you want to focus on daily prospecting to generate opportunities and build a funnel? You can do that. Ready to outline combinations of fiber-based solutions for new and existing healthcare accounts? As an Enterprise Strategic Account Specialist for Healthcare at Spectrum Enter ...
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Lotfey Dennett Insurance Brokers Portland, United StatesJob Description · Job DescriptionSalary: 75,000-90,000 · Lotfey Dennett Insurance Brokers are now hiring a Personal Insurance Account Manager for their growing Portland, Maine location Lotfey Dennett is an independent, high-tech insurance broker who strives to provide a true, con ...
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First Insurance Group LLC Plano, United StatesJob Type · Full-time · Description · Are you looking for? · Time back in your day · Flexible schedule · Paid time off · Fun working environment · Tuition reimbursement · Growth & development · Some people are born to help others and in the insurance industry, there is no ...
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Commercial Lines Assistant Account Manager
1 week ago
Cross Insurance Portland, United StatesThe Cross Family of Agencies welcomes you. We need your talent and expertise. · Small Commercial Lines Assistant Account Manager · Assistant Account Managers are primarily responsible for offering support to the Account Managers on the commercial lines staff while creating and ...
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Account Manager
2 weeks ago
Airgas Cumberland, United StatesR Account Manager (Open) · **Location**: · Cumberland, MD - Retail shop · **How will you CONTRIBUTE and GROW?**: · If you are seeking a company that values its employees, encourages growth and development, and makes a global impact, Airgas is the place for you. Join our team and ...
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Account Manager
1 week ago
CitrusAd Scarborough, United StatesJob Description · Account Specialists are an essential role that ensures a seamless end-to-end sales practice on behalf of the sales organization. The Account Specialist is the first point of contact for AD Retail Media's CPG partners. · Account Specialists provide pivotal supp ...
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Account Manager
1 week ago
BCM Controls Corporation Scarborough, United StatesWho we are: · At BCM Controls, we are focused on our people, our culture, and our business. Our goal is to be the Best Place You Will Ever Work We are growing and looking to hire great people to support our vision. BCM specializes in building automation, security systems and ene ...
Commercial Lines Assistant Account Manager - Portland, United States - Cross Insurance
Description
The Cross Family of Agencies welcomes you. We need your talent and expertise.Small Commercial Lines Assistant Account ManagerAssistant Account Managers are primarily responsible for offering support to the Account Managers on the commercial lines staff while creating and maintaining strong relationships with customers, underwriters, and other industry professionals.
Duties of an Assistant Account Manager include but are not limited to:
