Account Manager
AssuredPartners - milwaukee, WI
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Overview: Breckenridge Insurance Services has an exciting career opportunity for an Account Manager. The Account Manager is responsible for assisting the Producer(s) in executing growth and profit initiatives by providing exemplary support services and developing/maintaining positive business relationships with retailers, carriers and co-workers. Breckenridge Insurance, an Accretive company, offers ready-access to a team of collaborative experts that solve problems for independent agents and brokers nationally. We are equally committed to our global carrier partners and sound underwriting practices to deliver competitive, smart coverage solutions. Our team is extremely specialized, passionate and highly invested in each one of our partnerships with insurance agents, brokers and carriers. If youre interested in a refreshing, bureaucracy-free environment where we celebrate and recognize diverse employees, look no further. For more information on Breckenridge, visit our website What You'll Do: Process new business, renewals, endorsements and cancellations including requesting supporting documents from retail agent and/or carrier, preparing. invoices, requesting inspections, and corresponding with retail agent and/or carrier as needed. Prepare new and renewal account information and document automated systems in order for the Underwriter to make a sound underwriting decision. Enter submissions into selected carrier system(s) based on underwriting guidelines. Follow-up with retailers as needed to ensure the bind. Review policies, endorsements, and other account activity for accuracy. Processes affidavit filings as required and directed Understand and adhere to state tax requirements. May be responsible for creation, maintenance and reconciliation of bordereaux reports. Maintain a good working knowledge of the insurance industry through continuing education, self-study, and seminar attendance. Other duties and projects as assigned. What You'll Need: 1-2 years of relevant experience and/or training preferred. High School Diploma (or equivalent) required. College degree preferred. Current Property and Casualty license required (or ability to obtain within 60 days of employment). Highly developed problem solving and solution-design skills; strong written and verbal communication skills. Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees. Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software. Skilled in use of agency management software with the ability to quickly learn new systems and processes. What's in it For You?: To help you make the best decision for your personal growth, its important to us to share a glimpse of what we offer our top asset, our people:?? Competitive base salary.?? Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days. Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.??? Company match 401(k) plan 50% up to 6%!?? Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.??? Opportunity to prioritize your mental health with 24/7 access to licensed therapists.?? Pet benefits & discounts.??? Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company. Grow, with us: Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust. Accretive is passionate about fueling our clients innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but were even prouder of the honest, caring relationships that our employees build with our clients every day. Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
Created: 2024-11-05