Insurance Account Manager

2 weeks ago

Brentwood, United States RPR Insurance Full time

DescriptionWe're seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, keeping track of all necessary documentation, and paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist with claims, conduct annual account reviews, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you're looking to take on an important account management role during this period of high-growth as we attain new business and continue our focus on retaining clients, we'll provide the training you need to succeed in this role with Team RPR. Start your application todayResponsibilitiesWhat You Will Be Doing - And Maybe More:•Start your day with a Team Huddle. This sets the tone for the day. Here you will share what your agenda is for the day, how you lived out a company Core Value the prior day, and what your Top Priority for the Day is.•Communicating with existing clients via email, phone, and text. You'll answer questions about coverage, limits, claims, and maybe even random things like their favorite color or the weather. It's okay to ask the client about their day, and what is going on in their life while you're helping them. Caring for others and being relational is important.•You'll assist with updates to policies. For example - someone may buy a new home and need to update their plan with us -Don't forget to congratulate them Someone may need to add a teen driver to an auto policy or change vehicles out. Your job is to help them make changes and give advice on their plan with us when called upon.•Following up when a client has a claim is an important part of this role. Letting the clients know you are here for them and that you want to make sure they are taken care of makes a big difference.•Helping existing clients understand their renewal pricing, changes, and updates is part of this role. This is where knowing your stuff is important. Insurance can be confusing to some, so we want to make sure we explain with a smile and give empathy if they are not sure of what's going on.•Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process•Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage•Help create competitive quotes when it is time to issue renewals or make updates to a current policy•Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding•Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updatesQualifications•Candidate must have 3 + years experience in the Insurance Industry and experience in the IA Channel is highly desired•Compensation is based on proven skills as an Account Manager in the IA channel and years of experience•Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided•We are looking for candidates with an Associates or Bachelor's degree but will consider those with relevant insurance industry experience, as well•Must have active insurance license in your state or must be willing to get licensed in 90 days•Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role•Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)

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