Account Manager

SUMMARY 

Responsible for providing Producer support from initial case intake through policy issuance of the structured settlement policy. 

ESSENTIAL DUTIES AND RESPONSIBILITIES  

•    Support Producer to foster and manages overall relationship with clients ensuring retention of large book of business and high satisfaction.

•    Prepare proposals, settlement documents and report information based on client guidelines.

•    Review and submit medical records for rated ages.

•    Maintain and review rate changes and daily rates for all life companies.

•    Conduct review of proposals and settlement documents.

•    Review settlement agreements and court documents then communicate same to attorneys.

•    Prepare all documents for submission and approval of life companies.

•    Finalize proposals in coordination with Producer.

•    Monitor and field all post settlement policy issues with pertinent parties.

•    Review policies for accuracy then deliver to clients.

•    Review life care plans and other economic damage reports in order to prepare applicable proposals as directed.

•    Notify producer of pertinent information related to client retention.

•    Collect all information necessary for commission payment.

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

•    Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

•    Other duties as assigned.

•    Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

•    Performs other duties as assigned

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

Associate's Degree or equivalent combination of education and experience

Six (6) or more years related work experience

Two (2) or more years Experience with workers' compensation claims

Valid Insurance License

SKILLS

Proficient in Microsoft Office Suite, with proficiency in Excel preferred

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Good problem solving and time management skills

Ability to work within a team

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