Account Manager – Energy

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Initiates the renewal process for current clients and collaborates with the manager or team lead on renewal strategies.

• Evaluates and contrasts existing exposures while adhering to renewal or new business marketing procedures.

• Generates reports and examines quotes and coverages to ensure accuracy.

• Assesses policies for correctness and reviews contracts thoroughly.

• Compiles summaries and/or coverage schedules for clients.

• Offers mentorship and technical support to staff addressing client requirements or procedural challenges.

• Engages in the claims process, which includes submitting claims, following up, and maintaining overall communication.

• Alerts the manager or leader about significant information related to client retention.

• Meets with clients as necessary or as instructed.

• Reviews client accounting histories, addresses accounting inquiries, rectifies discrepancies, and communicates with clients about receivable collections.

• Collects fees, reconciles accounts, and resolves outstanding balances within a 90-day window post-invoicing.

• Manages daily account servicing, covering policies and endorsements, invoicing, certificates of insurance, premium breakdowns, policy modifications, policy forms, coverage comparisons, loss analysis, and coverage inquiries.

• Ensures complete and accurate information is maintained within the agency management system.

• Executes responsibilities in line with company policies, procedures, and relevant laws.

• Performs additional duties as assigned.

⛳️ Requirements

• Bachelor's Degree or an equivalent combination of education and experience.

• A minimum of four (4) years of relevant work experience.

• A valid Insurance License is required.

• Must consistently meet Continuing Education requirements for license renewal.

• Comprehensive knowledge of insurance principles.

• Exceptional verbal and written communication abilities.

• Strong leadership, problem-solving, and time management skills.

• Ability to work collaboratively within a team environment and promote teamwork.

• Capability to prioritize tasks for multiple projects and deadlines effectively.

• Proficient in Microsoft Office Suite.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Comprehensive health and wellness benefits.

• Flexible work schedule and remote work options.