Note: The job is a remote job and is open to candidates in USA. Palmer & Cay is a company focused on insurance services, and they are seeking an Account Manager to oversee client service delivery and insurance policy administration. The role involves managing client information, preparing reports, and coordinating with clients and insurance companies to ensure effective service and compliance.
Responsibilities
- Manage all client information in Epic to assure accurate and current information is maintained at all times
- Prepare written correspondence and reports as needed. Communicate effectively with clients, insurance company and Palmer & Cay staff
- Collect and organize all required underwriting information including exposure schedules, carrier loss run and client loss summaries so they are ready for use in client strategy meetings and marketing efforts 120 days prior to policy renewal dates. Update all underwriting information as necessary through the renewal marketing process
- Assist in obtaining and coordinating responses to loss control inspection reports
- Prepare all required Acord and/or insurance company applications
- Support in the preparation and presentation of insurance program marketing specifications/submissions
- Support in the review of insurance company quotes, proposals, rating worksheets, and insurance policy audits for accuracy and compliance with requested terms/conditions
- Determine premium payment terms and, when insurance carrier terms are not available, and obtain premium finance quotes
- Support with the preparation of insurance program renewal proposals. Participate in the presentation of insurance program renewal proposals to clients
- Manage all invoicing of Clients, including monitoring Accounts Receivable Aging schedules; communicate problems to the team in a timely manner to minimize problems and the potential for policy cancellation for non-payment of premium. Assist with resolution of client/carrier accounting issues
- Monitor completion of requests from Clients for policy changes/endorsements, Certificates of Insurance, and Auto ID cards, including the invoicing of additional or return premiums as required, by Account Manager(s) or Associate Account Manager(s)
- Review non-standard certificate of insurance requests
- Assist in the review of client contractual insurance requirements
- Maintain an 'Open Items' inventory of services commitments, including a diary of completed activities for use in communicating client service accomplishments during annual stewardship meetings
- Maintain the current client 'Schedule of Insurance'
- Keep a record of all policy expiration dates for assigned clients and coordinate with the team on renewal planning/strategy
- Monitor client interactions to identify changes that may affect the existing insurance coverage or create a need to new/additional insurance coverage
- Establish and maintain effective working relationship with clients, insurance company personnel, and Palmer & Cay associates; work with Management Operations Leader to resolve issues
- Maintain client and Palmer & Cay confidentiality
- Take proactive responsibility in pursuing training needed to improve skills required for success in the position
Skills
- 5-7 years insurance industry experience related to servicing accounts
- Property & Casualty insurance license required
- Knowledge of insurance company and insurance brokerage business
- Ability to work independently and in a team setting
- Strong analytical and critical thinking skills
- Interpersonal skills, including relationship-building skills with clients and co-workers
- Strong verbal and written communication skills
- Proficiency with Microsoft Office
- Bachelor's degree preferred
- Proficiency with Epic preferred
Company Overview