Directly supports Underwriters through account management activities. Provides customer service to the Company’s clients.
*Directs account management activities.
*Serves as the first point of contact for customer inquiries during the account life cycle.
*Ensures accuracy and organization of files.
*Handles correspondence for additional account information.
*Assists producers via email and phone calls.
*Gathers information for new business and renewal set up.
*Trains co-workers on computer systems and department procedures.
*Duties may include any reasonable Company-related assignments as directed by Management.
*High school diploma or general education degree (GED).
*1-3 months related experience and/or training.
*Ability to read and comprehend simple instructions, short correspondence, and memos.
*Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients and other employees of the organization.
*Analytical and problem-solving skills. Excellent customer service and communication skills.
*Working knowledge of department specific applications.
*Basic Word and Excel knowledge. Basic research skills. Flexible. Team oriented.
*Ability to adapt to changing situations quickly.