Insurance Account Manager - Hybrid Brookfield, WI

Charles Taylor is a highly successful global provider of professional services to the insurance industry. We are seeking an experienced Account Manager to join our team. This is a hybrid role working from the Brookfield, WI office.

Job Summary

The Account Manager is responsible for managing all of the underwriting components for the schools program of the Community Insurance Corporation.

Essential Functions

Prepares and processes new and renewal quotes and policies for schools program working with external agents
- Processes new and renewal submission requests, collection of underwriting data
- Prepares liability rating sheets and premium calculations
- Prepares work comp calculations based on payroll provide
- Evaluates loss runs/loss ratio and prepares analysis of loss history and exposure
- Utilizes the Office Management Systems (Origami) for collecting, monitoring, and processing submissions
- Collects and submits necessary information to carriers as applicable for coverages as necessary (such as equipment breakdown and crime coverage)
Binds and issues policies with external carriers as well as in Origami system, confirming that all details have been input correctly
Processes invoices and other documents as needed for accounting department
Provides customer service to agency force as well as clients, by answering coverage questions, generating loss runs, issuing certificates and reviewing additional insureds, and evaluating coverage needs for the schools program to both internal and external clients
Creates specified reports or custom ad hoc for clients, management, and reinsurers as needed
Maintains files of related documents and forms electronically and hard copy for insureds according to record retention policy
Maintains program and client records and expiration schedules to provide timely processing of new and renewal accounts
Provides assistance and back up support to other programs and projects within the underwriting department
Minimal, may travel on occasion for trainings or seminars; Travel is intrastate.

Knowledge, Skills, and Abilities

Proficient in the full Microsoft Office suite, with intermediate to advanced expertise in Excel
Quick to learn and adapt to new office management systems, technologies, and equipment
Demonstrated ability to establish and maintain effective working relationships
Excellent written and verbal communication skills
Highly organized with strong time-management and prioritization abilities
Exceptional attention to detail and commitment to accuracy
Customer-focused with a professional and service-oriented approach
Flexible and adaptable, embracing change and continuous improvement in workflows
Able to work independently while effectively following directions
Exhibits strong attention to detail and understand its importance to the business
State of WI Insurance Producer License-Property and Casualty designation

Required Education and Experience

High School education
1-3 years of experience in an underwriting department of a commercial insurance company

Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, disability, life insurance and 401(K) with match. If you are seeking a career where you can achieve great things in a supportive and collaborative environment, then we may be the place for you.

Values
At Charles Taylor, our values define our identity, principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, Accountability and Collaboration.

Equal Opportunity Employer
Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex, or sexual orientation.

Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive, and diverse culture and environment which we are proud to be a part of at Charles Taylor.

About Charles Taylor
Charles Taylor is an independent, global provider of claims solutions, insurance management services and technology platforms for all property and casualty markets, including commercial property, workers’ compensation, and auto/liability. We offer complex loss adjusting, technical services, third-party administration, and managed care programs with specialization in catastrophic, aviation, energy, and marine claims. With over 100 years of expertise at our core, we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk.

Insurance Account Manager - Hybrid Brookfield, WI

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