Cyber Liability Account Manager

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.