Cyber Liability Account Manager

Cyber Liability Account Manager

  • Remote,
  • Insurance Agency
  • FullTimeRegular

The James Allen Companies Inc.

Assist sales team with administrative support, account servicing, professional communication, and customer facing interactions. The role supports new and renewal business clients. We are seeking a positive, proactive team player to create efficiencies, streamline operations and assist in and improve the account management process and resulting customer experience.

The ideal candidate has a minimum of 2-5 years’ cyber / tech E&O insurance and account management experience. OR Commercial Lines Account Management experience at an independent agency. Agency Management system experience required.

Essential Functions/ Primary Responsibilities:

  • Maintain day to day account service responsibilities to support efficiency and flow of business;
  • Review account quotations, binders and policy forms for accuracy prior to releasing to clients;
  • Quote option analysis and presentation to broker
  • Assist brokerage team in the request, follow up and issuance of policy endorsements to ensure timely and correct completion from the insurance carrier;
  • Create and maintain client and carrier communications in account management system. This includes the initial set-up and closure of account, documenting pertinent data for tracking and report issuance, include quotes, binder and policies and file system. Verify data is accurate and complete;
  • Invoicing, tracking and follow up for payment of premium, additional / return premiums for account transactions;
  • Monthly communication of renewal solicitations for expiring accounts 120 days in advance of date of expiration;
  • Manage the service inbox consisting of endorsement requests, loss run requests, and general account inquiries;
  • Builds and maintains relationships with production and brokerage personnel to provide timely and proactive customer service to client team and peers;
  • Standardize file maintenance process to create efficiencies and eliminate duplication of efforts;
  • Assist with the creation and implementation of marketing materials, external communication and presentations.
  • Max. file size: 300 MB.
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