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BBSI · 2 hours ago

Associate Account Manager

SD Metro Area

Contract

Onsite

Mid Level

3+ years exp

BBSI is seeking an Associate Account Manager to support the Account Manager and Agent in servicing and managing a book of business in the commercial insurance sector. The role involves policy servicing, client communication, and ensuring high-quality service while identifying additional insurance needs.

Human Resources

Hiring Manager

Phillip Warda

Responsibilities

Assist Account Manager and Agent with servicing and managing an assigned book of business

Communicate with insureds regarding policy requests, changes, and general service needs, while identifying additional coverage opportunities

Maintain accurate client and policy information in AMS

Handle Certificates of Insurance (COIs), policy checking, policy delivery, BOR letters, X-Mods, IRFs, and Bind Desk coordination

Process endorsements and work with Account Manager or Agent to explain changes to insureds

Manage billing support including invoicing, billing inquiries, late payment follow-up, premium financing, and Notices of Cancellation per agency protocol

Support audits and inspections by sending packets, collecting payments, reviewing discrepancies, and coordinating corrections

Request loss runs and provide to Account Manager or Agent

Assist with quoting, marketing, proposal preparation, and renewal processing, including sending and tracking renewal questionnaires

Qualification

Commercial Lines InsuranceAgency Management SystemsBilling ProcessesCertificates of InsuranceProficient in AMS ToolsAttention to DetailOrganizational SkillsClear Communication