TAPS | CL Account Manager -Merced, CA

• Assist in marketing and servicing clients within the account team including preparing renewal submission alongside the production team as needed
• Build relationships with clients and have the ability to answer insurance questions based on their skill level
• 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 agency management systems and to reflect changes during the coverage term
• Assist marketing team in ordering loss runs for renewal submissions and prepare loss summaries if needed
• Generate ID cards and certificates of insurance
• Complete surplus lines filings
• Complete preliminary policy checking for all accounts and submit change requests to the

underwriter
 

• Renew binder extensions
• Follow up on open activities
• Obtain premium finance quotes
• Obtain flood zone determinations and NFIP quotes where applicable
• Maintain overall responsibility of any of the above duties delegated and performed by Account Assistant or Patra
• Mentor and train Account Assistant as assigned
• All other duties and projects as assigned

• Knowledge of Property and Casualty insurance coverage consistent with experience and role.
• 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 this program.
• Knowledge of Adobe Acrobat is a plus.
• Ability to manage client needs and multiple tasks.
• Good organization skills.
• Attention to accuracy and detail. 
• Excellent interpersonal skills and a pleasant disposition required at all times.
• Ability to work well with others in a fast-paced environment.
• Team player. 

• High School or Associate Degree
• California Property & Casualty License