62 Insurance Account Manager Jobs in Rochester, NY
Clements Worldwide is Hiring an Insurance Account Manager Near Rochester, NY
- 3 years experience in a Commercial Insurance (CI) Account Management role
- have an active license in Property and Casualty (P&C) in at least one state
- willingness to get a Life and Health (L&H) license within 90 days of hire if not already obtained
- if approved for fully remote work, ability to be in the DC office once a quarter
- if approved for hybrid work, ability to be in the DC office two days each week
- proficiency in Microsoft Office suite of products (specifically Excel and Outlook)
- legal authorization to work in the United States
- serve as a partner, client contact and respond to their needs in a timely and professional manner to improve the client experience
- resolve billing issues, make policy changes, issue certificates of insurance while using multiple systems, agency standards and workflows
- manage the renewal process to include submissions of policy applications, obtaining quotations, checking policies for accuracy, agency bill invoicing, review of renewal terms and conditions
- ensure maximum retention of assigned accounts and keep accurate and detailed records of lost accounts
- understand and adapt to the uniquely combined carrier and agency mentality of our business model
- maintain up to date account status of activities, booked, and to-be booked policies to provide management on a weekly basis
- respond to client inquiries via phone, email, and in-person meetings while demonstrating the highest level of client service and professionalism
- partner with Commercial Insurance (CI) Sales Executives, Producers and Business Developers to provide organizational and technical support
- complete monthly, quarterly, or annual audits in a timely fashion per the terms set forth by underwriting (Policy specific)
- visually participate in client meetings and attend to client needs on camera, depending on the client and Insurance Producer these meetings are mainly for renewal meetings, general touchpoints, normally producer lead and provide support as an Account Manager
- manage all endorsement processing and claims facilitation as needed, ie. submit health insurance census changes to carrier, add and remove auto policies, determining coverage gaps through contract reviews, and any other type of account managing in the Commercial Insurance department
- provide high-level service to clients using a consultative approach and relationship building such as client visits, timely inquiry responses, utilization of product knowledge, and participation in client meetings
- utilize and maintain the agency management systems per the department’s Standard Operating Procedures (SOP) to provide an excellent client experience and prevent Error and Omission (E&O) incidents
- travel both domestically and internationally when needed
- maintain your Property & Casualty (P&C) and if needed Life and Health (L&H) in at least one state with the wiliness to be licensed in other states as needed for compliance purposes (paid by Clements Worldwide)
- follow established protocols and policies established by your department, Human Resources or any department in which guidelines must be met
- other responsibilities and duties may be assigned depending on department need
- Comprehensive health, dental, vision, and prescription care
- Annually front-loaded paid time off with unlimited rollover
- Paid birthday holiday!
- 3 mental health days
- 10 paid company holidays
- 401K: 100% matching up to 5%
- 100% paid parental leave
- "Dress for Your Day" dress code
- Education assistance program: licenses, certifications, and continuing education
- Life insurance: 1.5 times your annual salary
- Short-term and long-term disability insurance
- Flexible Spending Accounts
- Company paid HRA
Job Summary
Full Time
Print & Book Publishing
$64k-89k (estimate)
04/26/2023
05/15/2024
clements.com
WASHINGTON, DC
100 - 200
2013
KATHARINE WEYMOUTH
$10M - $50M
Print & Book Publishing
Related Companies
About Clements Worldwide
Who are we? One Legacy Pty Ltd is a consultancy, strategic design and key note speaking service dedicated to increasing confidence, success, strategic thinking and resilience in all people, young and not-so-young. Since 2013, we have been helping business, individuals, school kids and charities reach their potential and unlock simple solutions to complex problems. What are we here for? One Legacy's Mission is to change the world mindset by mindset, and in doing so promote equity, empowerment and ethics. Our mantra is EDUCATION AND AWARENESS = EMPOWERMENT AND SOLUTIONS. Our Commitment to Commun...ity The founder of One Legacy, Chandra Clements, is an Australia Day Young Citizen Award recipient, has received awards for her work with the Cerebral Palsy Foundation and the Red Cross, happily donates her time to children's, women's and NFP group across the globe, and is committed to supporting groups such as Probus and the Lions Club who she claims were instrumental in her business and career success. Most recently Chandra has taken to the world of book publishing to try and help solve global challenges facing vulnerable people. She has a passion to increase this line of work in the coming years - watch this space!
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The job skills required for Insurance Account Manager include Product Knowledge, Life Insurance, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Insurance Account Manager positions, which can be used as a reference in future career path planning. As an Insurance Account Manager, it can be promoted into senior positions as an Estate Planning Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Account Manager. You can explore the career advancement for an Insurance Account Manager below and select your interested title to get hiring information.
If you are interested in becoming an Insurance Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Account Manager job description and responsibilities
Account managers work closely with the rest of the team to enable ongoing and future sales or renewals.
04/22/2022: Fort Worth, TX
The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high servi
04/04/2022: Petaluma, CA
The State Farm account manager job description entails ensuring all products are sold with complete understanding of policy details and products.
03/01/2022: Oakland, CA
State Farm account managers must demonstrate a professional, yet friendly approach to all customers.
03/30/2022: Los Angeles, CA
Account manager focus on growth within their current book of business while also backing up their co-workers.
04/14/2022: Tuscaloosa, AL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Account Manager jobs
Read more about State Farm Account Manager duties.
04/08/2022: Kansas City, MO
The job description of a State Farm account manager consists of the following duties, tasks, and responsibilities.
02/14/2022: Pittsfield, MA
Hiring an Account manager? Sign up for Worktable's 15-day free trial to post this job and hire better, faster.
02/14/2022: Port Arthur, TX
Apply for the Associate Account Manager Training Program.
04/23/2022: Kennewick, WA
At least 5 years of recent Commercial Lines Account Management experience, transportation focus preferred.
03/26/2022: Worcester, MA
Step 3: View the best colleges and universities for Insurance Account Manager.
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