Account Manager
On-siteLehi, Utah, United States
Job Summary
Support the Broker's production team by providing technical expertise and administrative services for account placement and client service. Communicate with clients and underwriters to ensure accurate account information, preparing submissions, quote cover letters, and reviewing policies for accuracy. Fulfill assigned account transactions, including internal processing, document preparation for endorsements and invoices, and resolving invoicing issues. Update client information in required systems, confirm claim notifications, and assist with cancellation notices. Prepare reports and solicit new or renewal business as directed. Maintain files and enhance industry knowledge while managing workload with minimal supervision.
Required Qualifications
- 1-2 years of relevant experience in a commercial insurance brokerage or underwriting role
- Demonstrated understanding of insurance products and services
- Ability to manage workload with minimal supervision
- Critical attention to details
- Proficient in Microsoft Office including Word, Outlook and Excel
- State Licensing
- Must be able to obtain insurance license within 90 days of hire
- Must be able to lift 50 lbs
Desired Qualifications
- Relevant wholesale or retail agency/brokerage experience preferred
- Associate's degree or higher preferred
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