Account Manager Trainee

About the Role

Arrowhead Automotive has an immediate job opening for an Account Manager Trainee. This position offers a hybrid work environment.

Key Responsibilities

• Develop the knowledge and skills to provide technical and advanced administrative support to producers.
• Develop the knowledge and ability to provide consultation and technical support as the first point of contact for customers.
• Compile data, perform routine and non-routine tasks, and process renewals and endorsements to support the underwriting process.

Client Management

• Provide an outstanding client experience focusing on daily policy management duties.
• Review in-force policies for current clients, ensuring forms, endorsements, policy changes, billing, and other data are accurate in the agency management system (Applied/EPIC).
• Personally manage higher-level client changes, such as mission-critical changes (e.g., a change in location).
• Handle billing-related issues and work directly with Accounting to address past-due balances.

Marketing

• Renew and remarket an existing book of business.
• Renewal marketing preparation includes updating policy information, gathering loss reports, processing renewal information received from clients, and completing applications/submissions.
• Work with insurance company underwriters to receive timely and accurate quotes.
• Prepare renewal presentations and proposals, and bind/reissue policies.

Requirements & Tech Stack

• Agency management system: Applied/EPIC

Qualifications

• Bachelor's degree and zero to two years related experience in the insurance industry and/or an equivalent combination of education and experience.
• High level of organizational ability and attention to detail.
• Able to manage multiple priorities and complete tasks and assignments in required timeframes.
• Excellent customer service skills.
• Excellent written and oral communication skills.
• State Property and Casualty license is required within the first 90 days of employment.