Associate Account Manager

The Associate Account Manager works as an integral part of the Marketing Team to enhance client relationships and service while focusing on the clients’ daily needs. You will coordinate service, account renewal marketing, claims communications, administration and provide consultative guidance for your assigned accounts, as applicable, with assistance from Synapse Producer and/or other Marketing deal team members. Understand and promote agency initiatives; to contribute to and enhance the agency’s reputation in all actions.Essential Functions/ Primary Responsibilities:Always exhibit superior customer service traits: Accommodate client requests, facilitate servicing needs & exceed expectations across all brokering-related responsibilities.Communicate with carriers/underwriting/producers and brokers regarding renewals, audits, carrier recommendations, and quote negotiation on existing and new business and renewal accounts with assistance from Synapse Producer and/or Reporting Manager.Facility re-marketing of accounts: Gather, review and organize exposure information from the client & carriers for discussion with Synapse Producer and/or Marketing deal-team members. This includes but is not limited to:General application informationCreating deal cover sheets for underwritingLocation schedulesTank schedulesAuto schedulesPayroll, TIV or Revenue detailsEnvironmental reportsAssist Producers and other Marketing deal-team members by benchmarking rates for applicable product line/Class of Business and saving applicable information in the Y drive.Review quotes and binders for accuracy when received from carrier and supply all supporting endorsements, applications and other supplementals where applicable.Generate coverage comparisons and quote proposals when applicable.Verify policy file organization and documentation according to internal file audit proceduresRespond to clients’ needs by producing appropriate paperwork within timeframes outlined in procedures.Review, verify and initiate policy changes independently and manage completion timeline to maintain filing compliance where applicable.Assist the accounting team in collecting premiums and commissions from agents, as needed.Assist the Compliance team in collecting outstanding documentation necessary to correctly file State taxes and fees and meet the corresponding deadlines.Works independently recognizing and utilizing available resources and technology.Review policy, endorsement, or audit discrepancy forms, proactively order any necessary corrections from carrier and ensure documents are sent to client on a timely basis.Maintain the accuracy and integrity of both electronic and non-electronic data.Must adhere to pertinent laws, regulations, Synapse’s Compliance Policy, and external compliance requirements.