Account Manager Hybrid Brookfield, WI
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Job Location:
Brookfield, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Charles Taylor is a highly successful global provider of professional services to the insurance industry. We are seeking an experienced Account Manager to join our team. This is a hybrid role working from the Brookfield WI office.
Job Summary
The Account Manager is responsible for managing all of the underwriting components for the schools program of the Community Insurance Corporation.
Essential Functions
- Prepares and processes new and renewal quotes and policies for schools program working with external agents
- Processes new and renewal submission requests collection of underwriting data
- Prepares liability rating sheets and premium calculations
- Prepares work comp calculations based on payroll provide
- Evaluates loss runs/loss ratio and prepares analysis of loss history and exposure
- Utilizes the Office Management Systems (Origami) for collecting monitoring and processing submissions
- Collects and submits necessary information to carriers as applicable for coverages as necessary (such as equipment breakdown and crime coverage)
- Binds and issues policies with external carriers as well as in Origami system confirming that all details have been input correctly
- Processes invoices and other documents as needed for accounting department
- Provides customer service to agency force as well as clients by answering coverage questions generating loss runs issuing certificates and reviewing additional insureds and evaluating coverage needs for the schools program to both internal and external clients
- Creates specified reports or custom ad hoc for clients management and reinsurers as needed
- Maintains files of related documents and forms electronically and hard copy for insureds according to record retention policy
- Maintains program and client records and expiration schedules to provide timely processing of new and renewal accounts
- Provides assistance and back up support to other programs and projects within the underwriting department
- Minimal may travel on occasion for trainings or seminars; Travel is intrastate.
Knowledge Skills and Abilities
- Proficient in the full Microsoft Office suite with intermediate to advanced expertise in Excel
- Quick to learn and adapt to new office management systems technologies and equipment
- Demonstrated ability to establish and maintain effective working relationships
- Excellent written and verbal communication skills
- Highly organized with strong time-management and prioritization abilities
- Exceptional attention to detail and commitment to accuracy
- Customer-focused with a professional and service-oriented approach
- Flexible and adaptable embracing change and continuous improvement in workflows
- Able to work independently while effectively following directions
- Exhibits strong attention to detail and understand its importance to the business
- State of WI Insurance Producer License-Property and Casualty designation
Required Education and Experience
- High School education
- 1-3 years of experience in an underwriting department of a commercial insurance company
Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical dental vision disability life insurance and 401(K) with match. If you are seeking a career where you can achieve great things in a supportive and collaborative environment then we may be the place for you.
Values
At Charles Taylor our values define our identity principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility Integrity Care Accountability and Collaboration.
At Charles Taylor our values define our identity principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility Integrity Care Accountability and Collaboration.
Equal Opportunity Employer
Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age disability gender identity marital/ family status race religion sex or sexual orientation.
Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age disability gender identity marital/ family status race religion sex or sexual orientation.
Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful inclusive and diverse culture and environment which we are proud to be a part of at Charles Taylor.
About Charles Taylor
Charles Taylor is an independent global provider of claims solutions insurance management services and technology platforms for all property and casualty markets including commercial property workers compensation and auto/liability. We offer complex loss adjusting technical services third-party administration and managed care programs with specialization in catastrophic aviation energy and marine claims. With over 100 years of expertise at our core we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk.
Required Experience:
Manager
Key Skills
- Business Development
- Cement Plant
- Business Support
- Data Analysis
- ASP
