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.



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


Send certificate holder lists for update prior to renewal

Update customer list/print balance using new master


Report new claim

Update claim information in EPIC

Send claim information to the insured


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


Request loss runs for all clients


Mail return premium check to insured


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


Update drivers list and equipment schedule in EPIC


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


Request State Fund Waiver of Subrogation


Check in policies (WC, BOP or AUTO)

Mail renewal letters to clients


This job has no supervisory responsibilities.


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.


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.


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


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.


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.


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.


Valid CA Property & Casualty Insurance License Preferred

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Account Manager, Entertainment

National Financial Partners Corp.