New Level Resources, LLC

Account Manager

• Independently service an assigned book of small commercial accounts
• Build and maintain client, carrier, and underwriter relationships
• Support renewal planning, retention efforts, and account growth initiatives
• Review policies, endorsements, and coverage recommendations for accuracy
• Process agency-billed invoicing and related account transactions
• Respond to client requests and provide proactive service
• Assist clients with policy changes, endorsements, certificates, and coverage questions
• Support larger accounts through marketing efforts, submissions, proposal preparation, and day-to-day servicing
• Prepare carrier submissions, supplemental applications, and new business documentation
• Assist with quote comparison, coverage analysis, and renewal preparations
• Support new business efforts through AMS account setup and online rating platforms
• Assist Account Managers and Account Executives with proposals, renewals, submissions, solicitations, and marketing efforts
• Mentor and assist in developing CSR I and CSR II team members
• Support complex account servicing activities and coverage-related questions
• Assist with quality control and promote department service standards
• Help balance team workload by assisting with priority, escalated, or time-sensitive requests

Junior Account Manager