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Charles Taylor · 1 day ago

Account Manager - Hybrid Brookfield, WI

Brookfield, WI

Full-time

Hybrid

Entry Level

1+ years exp

Charles Taylor is a highly successful global provider of professional services to the insurance industry, and they are seeking an experienced Account Manager to join their team. The Account Manager will manage all underwriting components for the schools program of the Community Insurance Corporation, including preparing quotes, processing policies, and providing customer service to clients and agents.

Insurance

Responsibilities

Prepares and processes new and renewal quotes and policies for schools program working with external agents

Processes new and renewal submission requests, collection of underwriting data

Prepares liability rating sheets and premium calculations

Prepares work comp calculations based on payroll provide

Evaluates loss runs/loss ratio and prepares analysis of loss history and exposure

Utilizes the Office Management Systems (Origami) for collecting, monitoring, and processing submissions

Collects and submits necessary information to carriers as applicable for coverages as necessary (such as equipment breakdown and crime coverage)

Binds and issues policies with external carriers as well as in Origami system, confirming that all details have been input correctly

Processes invoices and other documents as needed for accounting department

Provides customer service to agency force as well as clients, by answering coverage questions, generating loss runs, issuing certificates and reviewing additional insureds, and evaluating coverage needs for the schools program to both internal and external clients

Creates specified reports or custom ad hoc for clients, management, and reinsurers as needed

Maintains files of related documents and forms electronically and hard copy for insureds according to record retention policy

Maintains program and client records and expiration schedules to provide timely processing of new and renewal accounts

Provides assistance and back up support to other programs and projects within the underwriting department

Minimal, may travel on occasion for trainings or seminars; Travel is intrastate

Qualification

State of WI Insurance LicenseMicrosoft Office SuiteUnderwriting experienceExcel expertiseCustomer service skillsCommunication skillsOrganizational skillsAttention to detailTime managementAdaptability