Account Manager – Energy
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Job Description
Remote insurance Account Manager managing energy-sector client renewals, policies, claims, and daily account servicing. Ensuring accurate coverage, reports, billing, and client retention.
Responsibilities:
- Initiates renewal process for existing clients and discusses renewal strategy with manager or lead
- Analyzes and compares current exposures and follows renewal or new business procedures for marketing
- Provides reports and reviews quotes and coverages for accuracy
- Reviews policies for accuracy and reviews contracts
- Prepares summaries and/or schedules of coverage for clients
- Provides mentoring and technical guidance to staff assisting with client needs or procedural issues
- Participates in the claims process, including claim submission, follow-up, and overall communication
- Notifies manager or leader of pertinent information related to client retention
- Meets with clients as needed or directed
- Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts clients regarding receivable collections
- Collects fees, reconciles accounts, and resolves outstanding balances within 90 days of invoicing
- Manages daily account servicing, including policies and endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, policy forms, coverage comparisons, loss analysis, and coverage questions
- Maintains complete and accurate information in the agency management system
- Performs duties in accordance with company policies, procedures, and applicable laws
- Performs other duties as assigned
Requirements:
- Bachelor's Degree or equivalent combination of education and experience
- Four (4) or more years related work experience
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
- In-depth insurance knowledge
- Excellent verbal and written communication skills
- Good leadership, problem solving and time management skills
- Ability to work within a team and to foster teamwork
- Ability to prioritize work for multiple projects and deadlines
- Proficient in Microsoft Office Suite
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