Account Manager, Portfolio Solutions

Jobtailor; Birmingham (AL); On-site; USD 48,000 - 64,000; Full time

Job summary

Jobtailor in Birmingham, AL is seeking a Renewal Specialist to support Account Executives and Producers with marketing and servicing new and renewal business for the Select Client, Portfolio Solutions book.

You will coordinate with the production team and insurance carriers to ensure successful client renewals and discuss renewal strategy internally with the Account Executive.

Qualifications

• 3+ years of P&C insurance experience required.
• State-specific license required, or obtained within 60 days of hire.
• Bachelor’s degree preferred.
• Ability to work in a fast-paced environment.
• High level of professionalism and confidentiality.
• Strong verbal and written communication skills.
• Attention to detail and time management skills.
• Proficient in Microsoft Office products (Word, Excel, PowerPoint).
• Salesforce, eCerts, and EPIC experience preferred.

Responsibilities

• Assist the Account Executive and Producers with marketing and servicing new and renewal business for the Select Client, Portfolio Solutions book.
• Coordinate with the production team and insurance carriers to facilitate successful client renewals.
• Discuss renewal strategy internally with the Account Executive.
• Prepare renewal outputs, including certificate holder lists, manuscript certificates, auto ID card distribution, workers’ compensation posting needs, quotes, premium financing quotes, policy files, binders, invoices, and renewal communications.
• Follow up with carriers and brokers regarding policies, endorsements, policy checking, and client delivery.
• Maintain EPIC records, including policies, endorsements, invoices, auto ID cards, certificates, and audits.
• Monitor policy expiration dates and handle audit reviews.
• Handle ad hoc requests for certificates, auto ID cards, and endorsements.
• Set up new clients in EPIC and obtain and review policies, schedules of insurance, certificates, and auto ID cards.
• Develop and maintain account handling instructions and plan upcoming renewals.
• Follow up with clients for payment and resolve accounting issues.
• Demonstrates expertise in P&C insurance with a focus on client renewals, policy management, and effective communication.

Skills

Verbal and written communication

Attention to detail

Time management

Professionalism

Ability to work in fast-paced env

Education

Bachelor’s degree (preferred)

Tools

Microsoft Office (Word, Excel, PowerPoint)

EPIC experience

Salesforce / eCerts experience

Job description

• Assist the Account Executive and Producers with marketing and servicing new and renewal business for the Select Client, Portfolio Solutions book
• Coordinate with the production team and insurance carriers to facilitate successful client renewals
• Discuss renewal strategy internally with the Account Executive
• Prepare renewal outputs, including certificate holder lists, manuscript certificates, auto ID card distribution, workers’ compensation posting needs, quotes, premium financing quotes, policy files, binders, invoices, and renewal communications
• Follow up with carriers and brokers regarding policies, endorsements, policy checking, and client delivery
• Maintain EPIC records, including policies, endorsements, invoices, auto ID cards, certificates, and audits
• Monitor policy expiration dates and handle audit reviews
• Handle ad hoc requests for certificates, auto ID cards, and endorsements
• Set up new clients in EPIC and obtain and review policies, schedules of insurance, certificates, and auto ID cards
• Develop and maintain account handling instructions and plan upcoming renewals
• Follow up with clients for payment and resolve accounting issues

Requirements

• 3+ years of P&C insurance experience required
• State-specific license required, or obtained within 60 days of hire
• Bachelor’s degree preferred
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality
• Strong verbal and written communication skills
• Attention to detail and time management skills
• Proficient in Microsoft Office products, including Word, Excel, and PowerPoint
• Salesforce, eCerts, and EPIC experience preferred

Core Competencies

Demonstrates expertise in Property and Casualty (P&C) insurance with a focus on client renewals, policy management, and effective communication. Proficient in maintaining detailed records and managing client relationships while ensuring compliance with industry standards.