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Account Manager

Alpharetta, GA

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Our client in Alpharetta is currently seeking an Insurance Account Executive to become part of their organization.

Job Duties:

  • Prepare quotes for agents from phone calls, faxes or emails. Update and revise quotes as requested.
  • Insurance Company, General Agent and policy verification and documentation.
  • Activate, fund and resolve account discrepancies.
  • Update policy numbers on accounts.
  • Run credit checks.
  • Confirm fund receipt to General Agent or Insurance Company.
  • Provide customer support to questions about payments due, update addresses on accounts, process Speed Pay payments and insure that all correspondence is handled properly.
  • Monitor and report on agency production.
  • Manage recurring payment schedules.



  • High School Diploma or equivalent.
  • Microsoft Office product knowledge to include Excel, Word and Outlook.
  • Professional verbal and written communication along with strong interpersonal skills.
  • Ability to work in a team, productivity based environment.
  • Ability to multitask efficiently and accurately in a fast paced environment.
  • Strong organization and prioritization skills.
  • Must possess initiative and drive to succeed.
  • Detail oriented with strong problem resolution and research skills.
  • Ability to analyze a situation and implement a solution.
  • Must be customer focused.

Job Requirements


  • 1-2 years of Premium Finance experience preferred.
  • Familiar with standard concepts, practices and procedures within the insurance industry.
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