Insurance Account Manager

4 weeks ago

Philadelphia, United States The Source Careers Full time

Job Title: Insurance Account Manager


Company Description:

Our client is an education consulting and risk management firm that works across property/casualty, human resources and student populations to provide insurance and risk management solutions.


Our Client's Account Managers are critical to providing access to insurance products and services they offer. This position will be joining a team who is responsible for the full management, service and retention for their Property & Casualty products. This position is not responsible for direct production (sales) but must be able to identify leads and prospects to and refer to producers as appropriate. This is a remote position with some limited travel (+/-10%).


Responsibilities:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


1. Proactive and regular communication with client's related to insurance products, current rates (and rate changes), insurance policies, coverages (and related changes to coverage), carriers and industry standards. to ensure ability to assist underwriters, clients, sales representatives and the service team with understanding and addressing the newest rules and policy updates.


2. Responsible for renewal and retention of a growing book of business, including managing a high volume of inquiries - both internal and external, managing administrative tasks, acting as liaison for the billing process, regular reporting on book of business, renewal proposal generation and presentation.


3. Review and identify areas of risk in client's insurance products.


4. Assist with new business quotes and proposals, as needed.


5. Ensure all data is updated and maintained in the agency management system.


Competencies

1. Client-first perspective and dedicated to a proactive best in class customer service - both internal and external.


2. Comfortable with agency management system and communication tools such as video conferencing, chat, email.


3. Superior time management, organization and communication skills.


4. Team-centric


5. High competency of property & casualty products and carriers.


6. Ability to review and identify areas of concern in policy reviews.


7. Desire to develop and maintain strong relationships with clients, teammates, carriers, vendors and management.


Other Duties

Please note this job description is not a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, activities, and responsibilities may change at any time.


Position Type/Expected Hours of Work

Full time, standard business hours Monday - Friday


Required Education and Experience

  • Bachelor's Degree or a minimum of 5 years relevant experience.
  • Proficient in related technologies.
  • 3+ years of property & casualty customer service or account manager experience.
  • Holds a current property & casualty license.


Our client is an Equal Opportunity Employer.

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