Job Description

The Insurance Account Manager is responsible for managing and servicing a portfolio of clients, ensuring their insurance needs are met with appropriate products and solutions. This role involves maintaining strong client relationships, handling policy renewals, managing claims, and providing expert advice on insurance matters. The Insurance Account Manager plays a critical role in delivering exceptional customer service, fostering client loyalty, and achieving business growth targets.

Benefits

Responsibilities

Key Responsibilities:

Client Relationship Management:

Build and maintain strong, long-lasting relationships with clients, serving as their primary point of contact.

Conduct regular check-ins with clients to understand their evolving insurance needs and address any concerns.

Provide proactive advice and support to clients, ensuring they receive timely and relevant information about their insurance policies.

Policy Management and Servicing:

Oversee the administration of clients' insurance policies, including new policy issuance, renewals, endorsements, and cancellations.

Ensure accuracy and completeness of policy documentation, and promptly handle any necessary changes or updates.

Collaborate with underwriters and insurance carriers to negotiate policy terms, coverage, and pricing on behalf of clients.

Claims Management:

Assist clients with the claims process, providing guidance on filing claims and gathering necessary documentation.

Act as a liaison between clients and insurance carriers to facilitate efficient claims processing and resolution.

Monitor the status of claims and keep clients informed of progress, ensuring timely and fair settlements.

Requirements

Qualifications:

Education: Bachelor's degree in Business, Finance, Insurance, or a related field; additional certifications or training in insurance is advantageous.

Experience: Several years of experience in insurance account management, customer service, or a related field, with a strong understanding of insurance products and industry practices.

Licenses: Must hold relevant state insurance licenses (e.g., Property & Casualty, Life & Health) or be willing to obtain them.

Skills: Excellent communication, interpersonal, and problem-solving skills. Strong attention to detail and organizational abilities. Proficiency in using CRM software and Microsoft Office Suite.

Attributes: Client-focused, results-driven, and proactive. Ability to work independently and collaboratively in a team environment. High level of professionalism and integrity.

Benefits: