TAPS | CL Account Manager – Clayton, MO

Account Manager, Property & Casualty – Hybrid (Clayton, MO)

Essential Duties and Responsibilities

• 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 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

• 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.

• Good organization skills.

• Attention to accuracy and detail