Job Description

SUMMARY

Working with clients, insurance companies, and Producers, the Account Manager's job is to perform duties and maintain quality service to our risk management accounts.

ESSENTIAL DUTIES/RESPONSIBILITIES

Focus on client service and retention, by overseeing the entire lifecycle of personal , commercial, and farm insurance accounts, from onboarding new clients to policy renewals and claims management Process policy changes and endorsements in an accurate and timely manner Review contracts and process complex certificates of insurance in an accurate and timely manner Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities Cross-sell the agency service's additional lines, otherwise refer prospect(s) to the appropriate department or Producer Build and maintain strong, long-lasting relationships with clients, both internal and external Pro-actively assist Producers in retaining business Serve as backup to the claims department taking claim reports, answering questions on existing claims, and referring any issues to the Claims Loss Control Coordinator or Producer Maintain and update electronic client accounts within EPIC and carrier portals Research and stay informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance Perform other duties, as assigned
EDUCATION AND/OR EXPERIENCE

High School diploma or GED required, a college degree is preferred A minimum of three to five years' experience in the insurance industry is required Commercial, Personal, Life, and/or Health Lines License is required Ability to maintain appointment by all carriers required. Proficiently navigate commonly used computer systems and software (i.e. Word, Excel, PowerPoint, etc.) with ability to learn new systems and software quickly required Knowledge of insurance markets and reference to markets is required Expanded knowledge of rating procedures, coverages and industry operations to effectively manage and maintain client accounts is preferred.
KNOWLEDGE, SKILLS AND ABILITIES

Relay complex or abstract information and/or instruction in a descriptive and understandable fashion in both written and verbal forms Receive and interpret complex information which includes actively listening for total comprehension and asking questions that enhance the understanding of a certain topic Moderate-level math abilities is required which includes addition, subtraction, multiplication, and division skills with whole numbers, fractions, and decimals. Basic-level, reasoning abilities are necessary to understand and follow basic instruction from supervisory positions either by writing or verbally. This person also must meet deadlines and work well with teammates.
Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

401(k) matching Dental insurance Employee assistance program Employee discount Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Vision insurance
Work Location: In person