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We're looking for a qualified, detail oriented, driven account manager to add to our Adams Insurance Advisors team.
Highly skilled at customer service, both in person and over the telephone, is necessary for success in this position. Additionally, having the ability to work closely with a team as well as independently is a must.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Identify existing customer needs and make appropriate recommendations. Handles telephone calls with professionalism and follows-up on any action needed related to each transaction.
Works with marketer on new policies to input information into Epic once policy has been issued and coordinates with production staff on delivery of policy to insured.
Maintains client files within the agency's automation system to ensure proper documentation by processing all endorsement changes, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
Corresponds with insured via telephone, email or other desired methods.
Communicates directly with customers regarding changes that need to be made to coverage and handles endorsing policies with the carrier. Once the change has been made at the carrier, deliver to insured via the customers desired distribution method.
Maintain control of binders, certificates of insurance, audits and aged receivables in accordance with agency guidelines.
Prepares agency invoices and takes payments according to the agency's collection policy.
Prepares remarketing documents and coordinates with marketer on remarketed and renewal accounts.
Handles taking claim information from customers and prepares proper documents to file the claim with the appropriate carrier
Assists customers with claim questions though the entire claim process.
Full Time
$71k-95k (estimate)
04/23/2024
05/10/2024
abtbank.com
COLBY, KS
100 - 200
1916
$50M - $200M
Banking
Adams Bank & Trust is a growing commercial bank in Nebraska, Colorado and Kansas that is committed to promoting local economic growth through business, agricultural and consumer lending. Founded in 1916, the bank remains locally owned and privately held, and has grown to well over a billion dollars in assets. Todd Adams, CEO, and Chad Adams, President, are the fourth generation of their family to lead the organization, which is headquartered in Ogallala, Nebraska. There are now 11 locations in Nebraska, 8 in Colorado, and 1 in Kansas. Adams Bank & Trust has built its reputation on outstanding ...
customer service, community involvement, and safety and soundness in banking practices. See www.abtbank.com to learn more.
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The following is the career advancement route for Insurance Account Manager - Commercial Lines positions, which can be used as a reference in future career path planning. As an Insurance Account Manager - Commercial Lines, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Account Manager - Commercial Lines. You can explore the career advancement for an Insurance Account Manager - Commercial Lines below and select your interested title to get hiring information.