- Day to
- Complete the following tasks as requested by the Account Manager or
- Issuance of renewal of mid-term Certificates or Auto ID cards
- Policy checking and processing
- Endorsement and Audit checking and processing
- Generate requests for invoices on policies, endorsements or audits
- Order loss runs
- Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
- Update the system of record to properly reflect conversations, communications and policy documentation
- Perform the first review for Quote checking
- Corporate Citizenship:
- Active engagement in corporate initiatives as required for your role
- Assist in driving a culture of accountability and collaboration, where great performance is recognized
- Participate in New Business activity as requested
- Actively support corporate retention goals
- Follow procedures for maintaining documentation to mitigate E&O
- Participate in any corrective action that have arisen during a local compliance audit
- Engage in stretch assignments that will further develop their career development
- Entry level position
- Proven organizational skills
- Ability to follow process and procedures guidance
- Analytical and problem-solving abilities
- Ability to display tact and poise under pressure when working through issues
- Good communication
- Ability to work efficiently in teams
- Hold, or willing to obtain, Insurance licenses as required by the Company
-
Security Account Manager
1 week ago
Allied Universal® Santa Rosa, United StatesSecurity Account Manager · **Overview**: · Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that f ...
-
Key Account Manager for E-Mobility
3 weeks ago
Crimson Enterprises Santa Rosa, United StatesReference Code: 8484 · Company: TÜV Rheinland Battery Quick Check GmbH · At TÜV Rheinland, we share a passion for innovative solutions with over [number] people around the world. Here, you can contribute your knowledge independently and continue to develop personally. We are a ...
-
Accounting Manager
3 weeks ago
The Laguna Creamery Inc. Santa Rosa, United StatesQUALIFICATIONS: · - Education: College graduate – BS Accountancy · - Licensure: CPA · - Experience: 4-5 years related experience in managerial capacity · - Competencies: Competencies Accounting Principles / Taxation / Labor laws / Cost Benefit Analysis / Analytical Thinking / In ...
-
Account Manager
3 weeks ago
Drew Nicoll Real Estate Team Exp Realty Santa Rosa, United StatesZillow Flex Account Manager paid by commission, remote work. We are a fast-paced Real Estate team in Lake Mendocino, Sonoma, Solano, and Napa areas in Northern California. Our primary goal is to lead the industry through technology and services provided to our clients. We have an ...
-
Account Manager
3 weeks ago
AmeriPark Santa Rosa, United States· Santa Rosa Plaza Parking DirectorPosition Status: Full-Time, 40-50 hrs per weekCompensation: $55,000 Salary, plus health benefitsPosition Summary: Manage all elements of the parking facilities to AmeriPark contractual expectations, focusing on service expectations, increasing ...
-
Account Manager
3 weeks ago
Drew Nicoll Real Estate Team Exp Realty Santa Rosa, United StatesJob Description · Job DescriptionZillow Flex Account Manager paid by commission, remote work. · We are a fast-paced Real Estate team in Lake Mendocino, Sonoma, Solano, and Napa areas in Northern California. Our primary goal is to lead the industry through technology and services ...
-
Major Accounts Manager
2 weeks ago
LGC Biosearch Technologies Petaluma, United States**Company Description** · The Major Accounts Manager plays a critical role in our organization, tasked with overseeing and nurturing key client relationships within our life science product and service offerings across the United States. Focused primarily on major accounts, this ...
-
Major Accounts Manager
2 weeks ago
LGC Limited Petaluma, United StatesThe Major Accounts Manager plays a critical role in our organization, tasked with overseeing and nurturing key client relationships within our life science product and service offerings across the United States. Focused primarily on major accounts, this position demands a strateg ...
-
Regional Account Manager
1 week ago
LGC Biosearch Technologies Petaluma, United States**Company Description** · The Regional Account Manager holds a pivotal market-facing role, responsible for effectively positioning and selling life science (RUO) products and services across designated geographic regions and market segments (Human Healthcare/MDx/Clinical/Pharma) ...
-
Sales Account Manager
3 weeks ago
Uline Napa, United States**Napa, California** · **Sales Account Manager** · **Pay from $80,000 to $110,000 per year** · Strong customer relationships built on trust - that's the foundation of Uline's sales culture As a Sales Account Manager, build out your territory supported by the best training, tools ...
-
Commercial Account Manager
3 weeks ago
Professional Employment Services Santa Rosa, United StatesGENERAL DESCRIPTION · Responsible for the day-to-day account management of routine to moderate complexity commercial lines accounts. Secures renewal for existing business, provides internal support to producers as they pursue new business opportunities and round out existing boo ...
-
Zillow Account Manager
2 weeks ago
Drew Nicoll Real Estate Team Exp Realty Santa Rosa, United StatesJob Description · Job DescriptionSeeking a dedicated Account Manager based in Santa Rosa, CA, US - Join a dynamic Real Estate team operating in Lake Mendocino, Sonoma, Solano, and Napa areas of Northern California - Our team prioritizes innovation and top-notch client service, ut ...
-
Commercial Account Manager
2 weeks ago
Professional Employment Services Santa Rosa, United StatesGENERAL DESCRIPTION · Responsible for the day-to-day account management of routine to moderate complexity commercial lines accounts. Secures renewal for existing business, provides internal support to producers as they pursue new business opportunities and round out existing book ...
-
Zillow Account Manager
2 weeks ago
Drew Nicoll Real Estate Team Exp Realty Santa Rosa, United StatesJob Description · Job DescriptionWe are seeking a dedicated Account Manager based in Santa Rosa, CA, US. Join a dynamic Real Estate team operating in Lake Mendocino, Sonoma, Solano, and Napa areas of Northern California. Our team prioritizes innovation and top-notch client servic ...
-
Key Account Manager
1 week ago
Vinfolio Napa, United States**Who we are** · Founded in 2003, Vinfolio fulfills the needs of fine wine enthusiasts worldwide. In 2022, Vinfolio merged with Fine and Rare Wines Limited, one of the world's leading marketplaces for fine wines, spirits, and collectible experiences, with global offices in Asia, ...
-
SilverTech Sebastopol, United StatesThe Allianz Lebensversicherungs-AG is the market leader in private and occupational retirement provision and Germany's largest life insurer. Over 10 million customers benefit from our unique financial strength and stability. Innovation is the basis of our success - and has been f ...
-
Health Services Accounting Manager
3 weeks ago
County of Sonoma, CA Santa Rosa, United StatesThe Department of Health Services (DHS) seeks a forward-thinking accounting leader for their Health Services Accounting Manager opening Starting salary up to $65.22/hour ($136,121/year) and a competitive total compensation package - The Health Serv Accounting Manager, Accounting, ...
-
Health Services Accounting Manager
3 weeks ago
County of Sonoma (CA) Santa Rosa, United StatesPosition Information · The Department of Health Services (DHS) seeks a forward-thinking accounting leader for their Health Services Accounting Manager opening · Starting salary up to $65.22/hour ($136,121/year) and a competitive total compensation package* · The Health Services A ...
-
Health Services Accounting Manager
2 weeks ago
County of Sonoma Santa Rosa, United States Full timePosition Information · The Department of Health Services (DHS) seeks a forward-thinking accounting leader for their Health Services Accounting Manager opening · Starting salary up to $65.22/hour ($136,121/year) and a competitive total compensation package* · The Health Services A ...
-
Senior Commercial Account Manager
3 weeks ago
George Petersen Insurance Agency Santa Rosa, United StatesGeorge Petersen Insurance Agency is a multi-branch regional agency that has been independently owned in Northern California since 1935. We offer business insurance, employee benefits, and personal insurance services. With a focus on exceptional service, competitive pricing, and e ...
Commercial Lines Associate Account Manager - Santa Rosa, United States - Risk Strategies
Description
The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book.
They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction.
The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager.
Key Responsibilities:
Day Client Service:
Senior Account Manager:
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
#J-18808-Ljbffr
