Insurance agency in New Haven County has an entry-level position for a qualified candidate interested in being trained to become a licensed Account Manager.
-Insurance summaries for new administrator (reports on all lines for client)
-Offers contract reviews
-Designs Insurance programs by suggesting additional lines of coverage,
coverage options, etc.
-Aligns effective dates to make more efficient
-Informs and educates clients about coverage, exclusions and
exposures; documents files & Act accordingly
-Prepares applications, obtains clients'
signatures on all applications, follows up to ensure timely responses
-Responds to clients’ needs by producing binders, certificates, policies
and other related items accurately and on time
-Assists clients in making appropriate coverage changes and responds
with documentation on a timely basis
-Handles cancellations with care, saving all accounts possible. Alerts
director when aware of potential cancellation
-Visits appropriate clients in person
-Reviews and approves certificates of insurance
The qualified candidate will have a college degree with some work experience, and interested in account management within the Property and Casualty insurance industry.