R.K. Gore & Associates, LLC Account Manager Lehi, UT · Full time

Manage the day to day tasks of servicing clients and collaborate with team members.

Description

We are seeking an organized and self-motivated individual to join our insurance brokerage firm. Our clients are among the largest publicly traded companies in their field and expect excellence, so candidates should possess the ability to manage multiple priorities and stay on top of a busy schedule. Critical skills are the ability to work directly with and communicate effectively with clients in pressure situations. We believe in training and promotion from within and are willing to compensate properly for the right fit for our tight-knit team.

Our firm is located in Lehi, Utah and we do require personnel to work from the office.

Responsibilities and requirements include:

·        Client-facing communication

·        Managing renewal schedules and obtaining updated client data

·        Using an Applied based Agency Management System to Issue certificates of insurance and invoice clients

·        Some marketing of client business

·        Create submissions for underwriters and proposals for clients

·        Policy Checking prior to delivery to clients

·        Competency in Word, Excel, PowerPoint and Outlook

Qualifications:

Property & Casualty Insurance License

Minimum of five years of full-time insurance experience