Account Manager

SUMMARY

Working with clients, insurance companies, and Producers, the Account Manager’s job is to perform duties and maintain quality service to our risk management accounts. 

ESSENTIAL DUTIES/RESPONSIBILITIES

• Focus on client service and retention, by overseeing the entire lifecycle of commercial insurance accounts, from onboarding new clients to policy renewals and claims management
• Process policy changes and endorsements in an accurate and timely manner
• Review contracts and process complex certificates of insurance in an accurate and timely manner
• Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations
• Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities
• Cross-sell the agency service’s additional lines, otherwise refer prospect(s) to the appropriate department or Producer
• Build and maintain strong, long-lasting relationships with clients, both internal and external
• Pro-actively assist Producers in retaining business
• Serve as backup to the claims department taking claim reports, answering questions on existing claims, and referring any issues to the Claims Loss Control Coordinator or Producer
• Maintain and update electronic client accounts within EPIC and carrier portals
• Research and stay informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
• Assist others on the Commercial Lines Team, when necessary
  
• Perform other duties, as assigned

EDUCATION AND/OR EXPERIENCE

• High School diploma or GED required, a college degree is preferred
• A minimum of three to five years’ experience in the insurance industry is required
• Commercial, Personal, Life, and/or Health Lines License is required
• Ability to maintain appointment by all carriers required.
• Proficiently navigate commonly used computer systems and software (i.e. Word, Excel, PowerPoint, etc.) with ability to learn new systems and software quickly required
• Knowledge of insurance markets and reference to markets is required
• Expanded knowledge of rating procedures, coverages and industry operations to effectively manage and maintain client accounts is preferred.

KNOWLEDGE, SKILLS AND ABILITIES

• Relay complex or abstract information and/or instruction in a descriptive and understandable fashion in both written and verbal forms
• Receive and interpret complex information which includes actively listening for total comprehension and asking questions that enhance the understanding of a certain topic
• Moderate-level math abilities is required which includes addition, subtraction, multiplication, and division skills with whole numbers, fractions, and decimals.
• Basic-level, reasoning abilities are necessary to understand and follow basic instruction from supervisory positions either by writing or verbally. This person also must meet deadlines and work well with teammates.

Salary : $45,000 - $60,000