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The Jacobson Group · 3 days ago

Account Manager

Schaumburg, IL

Full-time

Hybrid

Mid Level

$80K/yr - $100K/yr

3+ years exp

The Jacobson Group is a company that specializes in the formation and ongoing management of group captive insurance companies, and they are seeking an Account Manager. This role involves providing client support services to commercial property/casualty insureds and requires collaboration with various internal departments and external brokers.

AssociationFinancial ServicesInformation Technology

Hiring Manager

Erin Gamez

Responsibilities

Provide comprehensive service to clients, including retail brokers, captive members and other service providers, across various group captive insurance functions

Collaborate with Account Managers and internal departments to secure, review, organize, and aggregate captive member underwriting new business and renewal data

Assist in developing and presenting new business and renewal proposals to retail brokers

Prepare group captive new business and renewal submissions for fronting carriers

Coordinate with captive fronting carriers to implement procedural improvements and resolve administrative issues related to captive documentation and information

Assist with binding new business and renewal coverage for assigned captive members in accordance with established procedures

Issue, explain, and maintain policy coverage documents and endorsements

Provide informed recommendations on captive carrier-specific, proprietary or ISO policy coverage forms and endorsements, identifying limitations, enhancements or deficiencies as needed

Respond to miscellaneous inquiries from fronting carrier underwriters

Facilitate correspondence with clients, brokers and fronting carriers at time of audit, including administrative management of documentation and invoicing

Act as an intermediary between clients and internal claims staff or TPAs for loss runs, claims details, contact updates and claim reporting inquiries or procedures

Assist in preparing and delivering presentation materials for client meetings

Collaborate with the accounting department to generate premium invoices and financing contracts, review premium transactions and reconciliations, and support collections and carrier payables as required