Insurance Account Manager II

4 days ago


Pearland, United States Actsphere Insurance Group, LLC Full time
Job DescriptionJob Description

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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