As a Mylo Account Manager, 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: 

• 3 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