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Insurance Account Manager II
4 days ago
Actsphere Insurance Group is seeking a conscientious, motivated, individual who enjoys working with people and helping them find the right coverages for their home or business. The Account Manager II (AMII) is an entry level position that will require obtaining a TDI Property & Casualty license within the first 30 days of hire. The role of this position is to assist the Account Manager I (AMI) in the production of new accounts and the retention of existing accounts. The AMII will support the AMI in providing prompt, efficient, high-quality service to clients. Note: This is a hybrid opportunity for residents in the Houston-area.
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Retirement Plan
Mon-Fri Schedule
Hybrid Opportunity
Career Growth Opportunities
Responsibilities
Working under the supervision of the AMI, the AMII will do the following:
oService and assist in the remarketing of current client policies
oLook for cross-sell opportunities when speaking with clients
oComplete Acord forms and COIs and ensure accuracy
oProcess payments
oConduct policy reviews. Present and explain insurance policy options based upon prospective client needs and their personal goals.
oProcess change requests to existing policies
oAssist clients in filing claims
oRespond to all inquiries, cancellation requests, and sales requests within a specified time frame
oOther functions as assigned by management
Requirements
oService and assist in the remarketing of current client policies
oLook for cross-sell opportunities when speaking with clients
oComplete Acord forms and COIs and ensure accuracy
oProcess payments
oConduct policy reviews. Present and explain insurance policy options based upon prospective client needs and their personal goals.
oProcess change requests to existing policies
oAssist clients in filing claims
oRespond to all inquiries, cancellation requests, and sales requests within a specified time frame
oOther functions as assigned by management
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