P&C Personal Lines - Account Manager presso Stephens Insurance

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Provide exceptional customer service and support all aspects of our client's personal insurance needs in a professional manner.
• Assist in the production of new high net worth accounts and the retention of renewing accounts.
• Perform annual reviews with clients providing stewardship reports, schedules, and proposals for insurance.
• Handle account maintenance, endorsements, invoicing, file setup and maintenance, premium finance arrangements, and internal and carrier-related accounting issues.
• Communicate effectively with clients and carriers, reviewing policy and premium agreements, and processing policy transactions throughout the year.
• Issue binders, certificates of insurance, automobile ID cards, and other requested documents.
• Manages, organizes, and conducts client meetings, virtually or in person when necessary.
• Initiate applications/submissions, gather loss and exposure histories, and compile marketing documentation for account execs and clients.
• Review and verify ratings, premium and tax calculations, and premium-bearing endorsements.
• Demonstrate proficiency in coverage forms, Acord forms, rating plans, risk finance/deductible program mechanics, and engage with underwriters on various matters.
• Provide analytical support to clients in resolving routine problems.
• Acts independently with minimal supervision.
• Perform other tasks assigned by management.

EDUCATION AND/OR EXPERIENCE                

• Bachelor's degree in a related field.
• 5+ years of related experience and/or training.
• Equivalent combination of education and experience.

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