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Job Field: Office Jobs
Location: San Marcos, CA
Salary: $Not stated

JOB SUMMARY:

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<tr><td valign="top" width="450"><b>Our client (Insurance brokerage firm), located in San Marcos, California, is seeking an Account Manager to be responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Main Duties: * Supports Producer in developing new business opportunities for existing clients and prospects * Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer * Analyzes and compares current exposures and develops renewal or new business specifications for marketing * Conducts marketing, negotiates rates, reviews quotes and coverage''s for competitiveness and accuracy * Reviews and summarizes marketing results and prepares proposals * Finalizes proposals and presentations in coordination with Producer * Binds insurance coverage and prepares binders and/or delegate certificates issuance * Reviews policies for accuracy and review contracts * Prepares summaries and/or schedules of coverage for clients * Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections * Provides technical guidance to staff assisting with client needs or procedural issues * Notifies brokers of pertinent information related to client retention * Meets with clients as needed or directed by Producer

KEY REQUIREMENTS:

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Not stated