JOB SUMMARY:

Responsible for managing and servicing an assigned book of business, by analyzing customers’ individual needs, evaluating options, and offering tailored insurance solutions both independently and in collaboration with an Account Executive and other staff as needed.

The Insurance Account Manager is responsible to build and sustain relationships with existing customers and to promote the agency. Provide prompt, accurate and courteous service to clients and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth working with management and other personnel on projects or duties as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Market as needed, service and promote the Agency’s products and services and work at a strategic level to develop and retain customers.
• Service/Manage a designated group of customers, including: analyzing the needs of the customers, evaluating and answering questions regarding coverage, and assist the Account Executive as needed in determining the most suitable product for the customer.
• Actively manage accounts prior to renewal to identify concerns, external competition, exposure changes and additional coverage needs.
• Assist existing policyholders through the renewal process with strong communication and market knowledge. Educate customers on policy/product features, advantages and disadvantages. Remarket accounts as necessary.
• Independently develop and maintain strong knowledge of the marketplace and strong working relationships with company representatives and underwriters. If no coverage is available in the admitted market, investigate risk placement alternatives, if available.
• Prepare submissions, and negotiate pricing, policy conditions, and terms with selected carriers. Review all quotations with recommendations as to the best options for price, coverage and risk alternatives. Manage quotes, proposals to customers, and bind coverage with insurance carriers within agency authority.
• Providing exceptional customer service to clients and colleagues
• Conducting proactive & timely customer follow-up
• Resolving customer issues & concerns
• Responding to service and sales inquiries

EDUCATION and/or EXPERIENCE:

• Education: Associate degree from a two-year college or technical school, or equivalent combination of education and relevant experience.
• Experience: Insurance experience required. Knowledge of AMS360 a plus. Familiar with Microsoft Business Products (i.e. Outlook, Excel, Word).
• · Specialized Skills, Knowledge or Licensure: 440 licenses required 220 license a plus.