Account Manager

New Haven County, Connecticut
commensurate with experience
Jan 25, 2018
Mar 26, 2018
Customer Service
Job Type
Full Time
Career Level
Entry Level

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. 

Responsibilities include:

-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.  

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