Full-Time

Assistant Account Manager

Posted on 11/21/2024

One80 Intermediaries

One80 Intermediaries

Consulting
Fintech
Financial Services

Junior, Mid

Branford, CT, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis
Requirements
  • 1-3 years of P&C insurance industry experience. Prior boating experience and knowledge preferred but not required.
  • Active P&C insurance license, or willing to obtain within 90 days of hire.
  • Understanding of insurance marketplace trends and best practices to best meet client needs.
  • Strong organizational skills and the ability to multi-task.
  • Excellent verbal and written communication skills and strong attention to detail.
  • Ability to collect, interpret and/or analyze data and information.
  • Proficiency Microsoft Office Suite and other systems and programs.
Responsibilities
  • Building and maintaining constructive and effective relationships with internal and external producers/partners by meeting and exceeding expectations.
  • Leveraging boat/yacht P&C insurance knowledge and expertise to actively service existing accounts.
  • Fostering an environment of personal accountability by organizing and managing appropriate system records of service, marketing, and policy communications with clients, producers, and carrier underwriters.
  • Assess eligibility of potential clients by phone or email based on underwriting guidelines.
  • Collect and record detailed risk and underwriting information including survey data and loss history.
  • Review and deliver formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information.
  • Conduct regular follow up calls and emails with customers to communicate and clarify details of coverage and respond to inquiries.
  • Interacting with clients and external partners to prepare specifications, underwriting data and related information in the marketing of insurance products.
  • Managing renewal business and supporting new business initiatives by setting up accounts, running reports, collecting needed documentation, and reviewing policy details with agents/producers and carrier underwriters.
  • Executing coverage analysis as needed as well as providing clients with accurate quotation for any additional coverages.
  • Ability to work in a very fast paced environment while producing an excellent product.

Company Stage

N/A

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

2007

Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisition of Waypoint enhances One80's underwriting capabilities and product diversity.
  • Expansion into Oregon shows strategic geographic growth in homeowners' insurance.
  • Stella Maris leverages technology for improved safety in watercraft rentals.

What critics are saying

  • Increased competition may impact One80's market share in specialty insurance.
  • Rapid tech advancements could challenge One80's AI risk management.
  • Economic uncertainty might reduce demand for some insurance products.

What makes One80 Intermediaries unique

  • One80 Intermediaries offers unique AI warranty coverage for enterprises.
  • Stella Maris is a pioneering insurance product for watercraft rental businesses.
  • The $30m liability insurance for CROs is a specialized corporate solution.

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