Account Manager, Entertainment

National Financial Partners Corp. Simi Valley , CA 93062

Posted 11 months ago

The Account Coordinator works closely with the Account Manager. This individual is required to be highly efficient and organized with a strong ability to multi-task.

Must also possess strong communication and interpersonal skills and have the ability to work with others while independently managing and prioritizing the workloads. Experience with Entertainment preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

CERTIFICATES

Daily:

Process all commercial certificates requested via e-mail, phone or fax

Review certificates for accuracy (i.e., revise as needed, update system, print, and attach AI forms)

Request endorsements from carriers as needed, pending to CSR for follow-up

Verify master information in system for correct year

Renewals:

Send certificate holder lists for update prior to renewal

Update customer list/print balance using new master

CLAIMS

Report new claim

Update claim information in EPIC

Send claim information to the insured

ENDORSEMENTS

Process endorsements

Close activities in EPIC

Invoice Agency Bill

Send insured's copy of endorsement with a letter

Send agent copy of endorsement to file

LOSS RUNS

Request loss runs for all clients

RETURN PREMIUM CHECKS

Mail return premium check to insured

AUDITS

Process final audit and monthly audit

Invoice Agency Bill

Send insured's copy of audit with a letter

Scan and attach agent's copy into EPIC

DRIVERS/EQUIPMENT LISTS

Update drivers list and equipment schedule in EPIC

Cancellation/Reinstatement

Enter Cancellation Warning activity into EPIC

Close Cancellation Warning activity (if policy is reinstated)

Cancel policy in EPIC by effective date

Invoice Agency Bill

Send insured letter advising of policy cancellation

Reinstate cancelled policy in EPIC by effective date

WAIVER OF SUBROGATION

Request State Fund Waiver of Subrogation

COMMERCIAL LINES ASSISTANCE

Check in policies (WC, BOP or AUTO)

Mail renewal letters to clients

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.

OTHER SKILLS AND ABILITIES

Microsoft Office (Excel, Word, PowerPoint, Outlook), typing and computer literate.

LANGUAGE SKILLS

Ability to read and interpret documents such as client and carrier correspondence, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with insurance carriers, clients or employees of organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

CERTIFICATES, LICENSES, REGISTRATIONS

Valid CA Property & Casualty Insurance License Preferred



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Account Manager, Entertainment

National Financial Partners Corp.