What are the responsibilities and job description for the Personal Insurance Account Manager position at Creative Planning?
The
Personal Insurance
Account Manager
is responsible for managing the day-to-day processes of customer accounts. They will review renewals in advance and re-market existing accounts. The Account Manager works with company representatives to obtain information and quotes from the carrier to present to customers.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES:
Serves as the primary point of contact for clients and carriers regarding insurance coverage, billing, claims or administrative problems.
Updates applications and renewal information as needed to reflect changes during the policy year.
Submit applications to carrier and complete remarketing quotes in PL Rater or carrier quoting systems.
Reviews quotes to verify coverages are as requested and match applications submitted. Resolves any discrepancies directly with the underwriter and communicates final quote results to clients.
Create Evidence of Insurance reflecting current coverage for new business policies, renewals and as needed throughout the policy year based on changes to coverage.
Assist clients with claim reporting and facilitate prompt response from carriers.
Complete other tasks as requested by clients—such as premium breakdowns and summaries as needed.
REQUIRED EXPERIENCE/QUALIFICATIONS:
Minimum of 3 years insurance experience
Property & Casualty Insurance Agents License in Kansas & Missouri
Ability to manage multiple tasks concurrently and handle highly detailed work with a great degree of accuracy
An ongoing effort to obtain professional designations such as CISR, CIC.
PREFERRED EXPERIENCE/QUALIFICATIONS:
Flood Certification
Understanding of Personal Insurance Products and usages
Solid knowledge of Insurance rating and underwriting procedures
Proficiency in AMS360 and/or MS Word, Excel and PowerPoint