Account Manager

2 weeks ago


Atlanta, United States MagMutual LLC Full time

OVERALL RESPONSIBILITIES:
The Account Manager will successfully manage, retain and produce additional premium opportunities on an assigned portfolio. The position will review and analyze all necessary lines of business to satisfy the coverage needs for our Policyowners with regards to the practice, business and regulation of medicine.
Effectively communicate the exceptional value of MagMutual's products and services to medical professionals.
SPECIFIC DUTIES:

  • Meet and/or exceed company and departmental premium persistency and direct written premium goals by facilitating the renewal process for assigned MAGMUTUAL® policyholders across all lines of business.
  • Serve as point of contact for policyowners throughout the year to assist with any and all coverage changes or coverage inquiries for all lines of business.
  • Conduct annual coverage reviews to ensure all coverage needs within the practice, business and regulation of medicine are satisfied.
  • Capitalize on all cross-sell premium opportunities to ensure goals are met individually and departmentally.
  • Develop and maintain valuable relationships with key decision makers to reinforce overall retention goals.
  • Assist management, as needed, with report preparation and periodic review of retention and revenue goals/strategies.
  • Document, organize and maintain all account records in EPIC, SalesForce and ImageRight systems.
  • Comply with all Company procedures, guidelines and levels of authority.
QUALIFICATIONS, EXPERIENCE REQUIRED:
  • Minimum 3 years property and casualty insurance experience with emphasis on professional liability or commercial lines in agency/brokerage environment.
  • Ability to successfully identify sales opportunities
  • Excellent communication and negotiation skills
  • Must possess organizational and time management skills, a desire to work in a fast paced team environment and the initiative to consistently exceed customer expectations.
  • Professional insurance designation and/or college degree preferred.
  • P&C insurance agent's license required.
  • Experience with agency management software and Image Right preferred.

Location:

Atlanta Office
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