What are the responsibilities and job description for the Insurance Account Manager position at First Community Bank?
Job Overview
We are seeking an Insurance Account Manager to join our team. The ideal candidate will have a strong background in insurance sales and account management, with a focus on providing excellent customer service and maintaining client relationships.
Responsibilities
· Deliver consistent, high-quality service to internal and external customers and maintain strict confidentiality in all matters.
· Process personal line changes and endorsements.
· Confer with customers and potential customers to obtain complete and accurate information to be used to prepare quotes.
· Access carrier web sites to input, update client information.
· Serve as point of contact for policy holders to obtain information regarding policies, beneficiaries, etc.
· Receive and process customer payments.
· Interview prospective customers to obtain data about their needs and review any existing coverage.
· Communicate with existing policyholders to review changing needs and suggest changes in policies. Develop long term relationships with clients and underwriters.
· Assist policyholder in the event of a claim. Monitor claims to ensure they are settled timely and equitably for both the client and company.
· Promptly and successfully complete all compliance training as determined by the compliance department.
· Attend department and company meetings/training which may be outside of regularly scheduled work hours.
· Perform any other related duties as required or assigned.
Experience
- Previous experience in insurance sales or related field
- Current P&C insurance license required
- Current Life & Health insurance license preferred
- Proficiency in analyzing market trends and identifying opportunities
- Strong communication skills, including the ability to communicate in Spanish (multilingual skills are a plus)
- Knowledge of HIPAA regulations and compliance requirements
- Experience in retail sales is beneficial
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. First Community Bank is an EO employer – Veterans/Disabled and other protected classes.
Job Type: Full-time
License/Certification:
- Life & Health (Preferred)
Work Location: In person
Salary : $77,000 - $101,000