Account Manager - Property and Casualty
Mesirow Financial - Chicago, IL

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BASIC FUNCTION

Provides Marketing and Client Services to an assigned book of accounts

PRIMARY DUTIES AND RESPONSIBILITIES
  • Maintain and process current policy information through the utilization of Sagitta and Excel spreadsheets.
  • Assist the Account Executive, Senior Managing Director, etc. in the regular servicing of an assigned book of accounts.
  • Assist in the collection of renewal information.
  • Prepare applications/submission for marketing to insurance companies in Sagitta.
  • Negotiate with the insurance company at the direction of the Account Executive, Senior Managing Director, etc. to obtain the most comprehensive coverage with an approved market.
  • Prepare written proposals.
  • Communicate all coverage restriction and changes to the insured and insurance company in writing.
  • Bind coverage's with the insurance company in accordance with Account Executive/ Procedure or insured's instructions. Invoice binders on renewal and new business and confirm to the insured in writing.
  • Invoice binders on renewal and new business and confirm to the insured in writing.
  • Verify the accuracy of all policies and endorsements and request corrections from the insurance company using Sagitta.
  • Respond to all client inquiries in a timely manner.
  • Maintain a log of all conversations with client in the agency management system (Sagitta).
  • Maintain and update a listing of Certificate of Insurance holders for each client.
  • Assist the Account Executive/ Producer in collection activity.
  • Work with and help coordinate technical support help if applicable.
  • Pursue a program of professional and career development towards a Senior Account Manager position.
  • Work on special projects as assigned by management.
  • Adhere to all published Mesirow Financial rules, regulations and procedures.
MINIMUM QUALIFICATIONS
  • 5 or more years of insurance experience including client service and marketing.
  • College Degree or equivalent experience.
  • Experience in Microsoft Office
  • Insurance Agency Management System experience (Sagitta preferred).
  • Pursue Professional Designation.

Mesirow Financial - 15 months ago - save job - block
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About this company
2 reviews
Mesirow Financial Holdings is an employee-owned company with nearly $380 million in equity investments and a global reach. Clients,...