Account Manager II

As a Mylo Account Manager II, you will service the needs of small commercial clients. You will help business owners leverage Mylo’s innovative digital technology and deliver a superior end-to-end experience. The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.

• The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
• Manage designated book of business
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issues resolutions.
• Supports implementation of new lines of coverage by setting up an account, collecting needed documentation, and reviewing plan details with Client and Carrier.
• Requests and collects quotes from carriers
• Reviews quotes, binders, and endorsements for accuracy and makes requests for changes as needed.
• Processes audits and performs audit review.
• Performs 2nd policy checking review as needed and updates AMS360 accordingly.
• Updates AMS360 to reflect changes during the year
• Monitors receipt of quotes from carriers
• Binds coverage
• Informs Client of any and all changes that may affect insurance premiums or coverage
• Inputs Client information into agency management system, ensuring accuracy and completeness.
• Work with Mylo Accounting and/or the carrier Accounting teams to resolve discrepancies.
• Responsible for completing the Certificate Instruction Document
• Responsible for completing instructions or executing complex or unusual certificate requests.
• Become proficient using Mylo applications needed to perform job duties.
• Follow processes and guidelines as set forth by leadership in relation to outsourcing, file documentation, system usage, agency processes, etc.
• Attach all correspondence into ImageRight.
• Performs other responsibilities and duties as needed

Requirements:

• 5 years of Property & Casualty Insurance experience is required
• Property & Casualty License required or must obtain within 30 days of employment.
• Knowledge of AMS360 and Image Right or ability to learn
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines

*Open to fully-remote employees outside of the Kansas City area*