Hirewell
Benefits : Full Medical Day 13,5% 401k Match13 Paid HolidaysFlexible PTO
Account Manager, Property & Casualty – Hybrid (Clayton, MO)
Assist Account Executive in marketing and servicing clients within the account team
Build relationships with clients and have the ability to answer basic insurance questions
Maintain appropriate business contact with client
Assist with issuing insurance binders
Process invoices for both new and renewal policies
Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
Check and invoice premium audits. Send to client with clear explanation of additional or return premium
Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
Order loss runs for renewal submissions and prepare loss summaries
Generate ID cards and certificates of insurance
Complete preliminary policy checking for all accounts and submit change requests to the underwriter
Renew binder extensions
Follow up on open activities
Obtain flood zone determinations and NFIP quotes where applicable
All other duties and projects as assigned
Educational Requirements
College Graduate
Brokers License
Work Experience 2-3 years of insurance experience
Technical Skills
Basic knowledge of Property and Casualty insurance coverage.
Proficiency in Microsoft Outlook Word, Excel and PowerPoint.
Ability to navigate vendor or agency management systems as applicable.
Proficiency in Applied / Epic or ability to learn these programs.
Knowledge of Adobe Acrobat is a plus.
Ability to manage client needs and multiple tasks.
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Account Manager, Property & Casualty – Hybrid (Clayton, MO)
Assist Account Executive in marketing and servicing clients within the account team
Build relationships with clients and have the ability to answer basic insurance questions
Maintain appropriate business contact with client
Assist with issuing insurance binders
Process invoices for both new and renewal policies
Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
Check and invoice premium audits. Send to client with clear explanation of additional or return premium
Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
Order loss runs for renewal submissions and prepare loss summaries
Generate ID cards and certificates of insurance
Complete preliminary policy checking for all accounts and submit change requests to the underwriter
Renew binder extensions
Follow up on open activities
Obtain flood zone determinations and NFIP quotes where applicable
All other duties and projects as assigned
Educational Requirements
College Graduate
Brokers License
Work Experience 2-3 years of insurance experience
Technical Skills
Basic knowledge of Property and Casualty insurance coverage.
Proficiency in Microsoft Outlook Word, Excel and PowerPoint.
Ability to navigate vendor or agency management systems as applicable.
Proficiency in Applied / Epic or ability to learn these programs.
Knowledge of Adobe Acrobat is a plus.
Ability to manage client needs and multiple tasks.
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