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Account Manager
This is the
quarterback of the team.
Our Account Managers are
responsible for the
production of their own
accounts. They guide the
team and work with the
client to establish a
premier insurance
program that best suits
the client’s goals and
objectives. The Account
Manager has ultimate
responsibility for
maintaining the
relationship with the
client, as well as
pricing, scope of
coverage, account
servicing, and resolving
all claims and loss
control issues.
Underwriter
The Underwriter is
the primary inside
contact for our
customers and is also
the primary point of
contact with the
insurance companies. A
highly technical
position, our
Underwriters routinely
review contract specs,
review policies and
coverage forms, handle
the renewal negotiations
with the Account
Manager, and service the
typical day-to-day needs
of the customer.
Assistant Underwriter
The Assistant
Underwriter supports the
Underwriter by handling
prompt turnaround of
requests for
Certificates of
Insurance, processing
routine endorsement
requests, provide
initial review of
insurance policies,
prepare premium/loss
summaries, and check
audits and Experience
Mod Worksheets for
accuracy.
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