Vast Account Manager in Marquette, Michigan

span style="font-weight: 400;"The Account Manager is responsible for providing prompt, accurate, and courteous support services to clients and co-workers. The essential functions of the position include service to advisors and clients by handling policy inquiries, changes, quotes and billing inquiries over the telephone or electronically./spanESSENTIAL DUTIES AND RESPONSIBILITIES:olli style="font-weight: 400;"span style="font-weight: 400;"Provide technical support to Advisor; specifically in analyzing client needs, coverage forms and quotations./span/lili style="font-weight: 400;"span style="font-weight: 400;"Schedule appointments with clients as requested./span/lili style="font-weight: 400;"span style="font-weight: 400;"Accompany Advisor on prospect and client meetings when requested./span/lili style="font-weight: 400;"span style="font-weight: 400;"Actively seeks referrals from current client base./span/lili style="font-weight: 400;"span style="font-weight: 400;"Order and issue binders, certificates, policies, endorsements and other related items; verify accuracy and forward to the client with appropriate correspondence./span/lili style="font-weight: 400;"span style="font-weight: 400;"Determines reasons for requests for cancellations; acts to save accounts; notifies Advisor(s) according to agency standards./span/lili style="font-weight: 400;"span style="font-weight: 400;"Actively solicits increase in coverage and rounds accounts through sales to clients; leaves good documentation of all contacts./span/lili style="font-weight: 400;"span style="font-weight: 400;"Refers current and prospective clients to other departments for solicitation of those lines of business./span/lili style="font-weight: 400;"span style="font-weight: 400;"Assists clients with making coverage changes in an automated environment supported by transactional filing; determines if delayed or advanced billing is appropriate and invoices accordingly; uses each contact with the client as an opportunity to review the whole account, round it and market./span/lili style="font-weight: 400;"span style="font-weight: 400;"Assists clients in submitting first reports of claims, obtaining adjustors or visits from agency staff; facilitates prompt response from carrier staff and follows-up on claims status to keep clients informed and to work toward settlement of all claims; uses each claim contact as an occasion to review coverages and market as needed./span/lili style="font-weight: 400;"span style="font-weight: 400;"Reviews audits of policies, verifies accuracy, and facilitates corrections, as needed, between client and carrier./span/lili style="font-weight: 400;"span style="font-weight: 400;"Determine if direct or agency billing is appropriate and invoice accordingly./span/lili style="font-weight: 400;"span style="font-weight: 400;"Invoice agency billed policies./span/lili style="font-weight: 400;"span style="font-weight: 400;"Processes and follows-up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible./span/lili style="font-weight: 400;"span style="font-weight: 400;"Review client contracts for insurance requirements. Compare to policy to ensure contract complies. Discuss discrepancies with client and submit changes to carrier./span/lili style="font-weight: 400;"span style="font-weight: 400;"Identify exposure to loss and recommend appropriate coverages in coordination with Advisor/span/lili style="font-weight: 400;"s