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Account Manager (Hybrid) (Direct Hire)

Patchogue, NY 11772

Posted: 03/29/2023 Job Types: Permanent Industry: Account Manager Job Number: 100815 Pay Rate: $80k-$90k

Job Description

Selective Staffing Solutions has partnered with an Insurance company that prides itself on the principles of professionalism, service and integrity. They are looking to add an  Account Manager to their growing team! Shift: Monday - Friday (flexible Hours)
  • 3 days in office, 2 days work from home

Benefit Package
  • 3 weeks’ vacation (vacations increase at years 6 & 11)
  • 8 PTO
  • 1 Floater Day off or Birthday
  • 1 Day off to Volunteer
  • 401K with up to 6% match
  • Bonus ( avg $5k)
  • Aetna Health Plan co-pay is $20 primary & $40 specialist.
  • Dental 
  • Vision
  • Aflac
  • Healthcare Flexible Spending Account up to $3, 000
  • Access to the Calm App- provides mental fitness tools to help you relax, focus, and sleep better.
  • Health Advocate Program
  • Employee Assistance Program
  • Life Insurance benefit is equal to two times the employee’ s annual salary, not to exceed $1, 000, 000.
  • Paid Continuing Education for License Renewal
  • We pay for designations. 
  • We will pay to get employees P&C Licensed.

  • AM will attend a weekly team meeting to discuss renewals.
  • AM will reach out to the producer to coordinate scheduling the pre-renewal meeting. 
  • Work with the producer and AAM on items needed for the pre-renewal packet.
  • Work with AAM to order loss runs and create a loss summary.
  • Work with AAM to identify any supplemental application or needed information to be updated by the insured through Indio. 
  • Coordinate pre-renewal with the producer and AAM or obtain updated info from the insured directly. 
    • Ensure all renewal correspondence with the insured or producer is attached in epic under the RENM (this includes anything you are CC’ d on by the sales team).
  • Once we have received renewal information, AM   will set a task to (taskforce) with a summary of changes, exposures, limits, operations, etc., along with instructions on markets to approach. 
  • Taskforce will create the submission, mark their task completed, and set a task back to the AM for review and approval under the RENM.  
  • AM will submit to Market, close the AMMK and set tasks to follow up with each market under SCAS activity as sent out. NOTE:   be sure to pull only the attachments you want to send to the specific carrier you are sending the submission to. (EX: Chubb app will only get attached to the chubb carrier submission from the RENM attachments). 
  • All future correspondence, notes, and tasks for individual carriers will be attached to that carrier SCAS.
  • SCAS can be closed upon carrier declination and noted appropriately.
  • AM will work with the producer to develop any additional info needed to obtain quotes. 
  • Once quotes are received, AM will review them for accuracy.
  • Update the carrier submission (including forms) to match the carrier quote option we are presenting to generate a system proposal. (see proposal workflow)
  • Work with the producer to complete comparisons, proposals, and additional presentation materials.
  • Prepare finance agreement if needed, along with any binding documents for signature via DocuSign. 
  • Binding and billing in epic. 
  • ALL billing, commissions, and PR/BR tabs must be checked for accuracy before issuing invoices.
  • Attach all binding correspondence to BIRQ activity and set a task for confirmation of coverage and any binding subjectivities (paperwork, supp apps, etc.). 
  • Set RENR or MMKL activity to associate to follow up for policy- Associate will issue line and set CHKP to taskforce.
  • Complete a certificate checklist (mark document Important) and attach it to the policy line.

Policy Discrepancies (DSCR)
  • If TaskForce has identified a difference between accords/epic and the policy, they will set a DSCR activity to the AM with a policy checklist attached, outlining discrepancies/questions.  
  • AM will review the policy checklist and identify if a change to the policy is necessary or correction in epic. 
  • Note the spreadsheet with clear instructions to Central Processing for appropriate resolution.
  • Set a task to CL Processing to review the spreadsheet for changes needed.
  • All discrepancies must be touched within 7 days.

Certificates of Insurance & Contract Reviews
  • Ensure all necessary coverages at the time of binding. 
  • Accurate completion of certificate checklist. 
  • Assist AAM in the accurate and timely issuance of certificates. 
  • Assist AAM in identifying and obtaining new lines of coverage or increased limits required by contract or requested by the insured.
    • Create a submission and submit to market for any new lines of coverage required. 
    • Assist AAM in identifying, requesting, and obtaining any endorsements, specific AI requests, etc. From carrier.  

All other Change Requests
  • AM and/or AAM will obtain all necessary information to process the change from the insured.
  • AM and/or AAM will clearly summarize the change that is needed.
  • Email to CLSupport must include all information necessary to process the change.
  • If CLSupport does not have all the necessary information to process the change, a task will be set in the processing activity to the AM/AAM with the information needed.
  • Central Processing does not identify the need for coverage with the insured. 
  • Central Processing does not negotiate with the carrier.
  • Central Processing does not communicate with or advise the client throughout the process.

Change Request Coverage Discrepancies (DSCP Activity) 
  • Identify resolution and clearly communicate what is needed to Central Processing.
  • Mark your task under the DSCP as completed. 
  • Central Processing does not identify the need for coverage with the insured. 
  • Central Processing does not negotiate with the carrier.
  • Central Processing does not communicate with or advise the client throughout the process. 

  • Central Processing will handle the audit process. 
  • See Audit workflow for large AP/RP and disputes.
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