Senior Insurance Account Manager

2 weeks ago


Cleveland, Ohio, United States Jobot Full time
Join a reputable firm with significant growth opportunities

This position is hosted by Jobot.

A brief overview of our company:

We are a long-standing organization in the financial and insurance sector, having served our community for nearly a century. Our mission is to provide tailored solutions that meet the diverse needs of our clients, representing a variety of companies for both business and personal insurance requirements. Our dedicated team prides itself on delivering exceptional service and has established a strong reputation within the community for quality and reliability.

What we offer:
  • Supportive company culture
  • Attractive compensation package
  • Experienced and skilled team
  • Comprehensive benefits


Position Overview

We are looking for a skilled and proactive Commercial Lines Account Manager to become a vital part of our finance team. This is a full-time, permanent role where you will play a key role in managing client relationships, overseeing insurance policies, and delivering comprehensive financial services. Your expertise in insurance, property, casualty, operations, procedures, coverages, underwriting, customer service, proposals, applications, renewals, policy binders, certificates, and account management will be essential. If you are committed to providing excellent customer service and possess a deep understanding of the finance industry, we encourage you to consider this opportunity.

Key Responsibilities:
1. Build and maintain strong relationships with clients, ensuring their financial and insurance needs are effectively addressed.
2. Manage the renewal process for existing insurance policies, including the preparation and issuance of policy binders and certificates.
3. Evaluate and analyze clients' current insurance coverages, identifying potential gaps and recommending appropriate solutions.
4. Collaborate with the underwriting team to ensure accurate and timely policy underwriting.
5. Oversee the preparation and submission of insurance proposals and applications.
6. Address customer inquiries and complaints, providing timely and professional service.
7. Stay informed about the latest trends and developments in the finance sector, particularly in life, health, and benefits.
8. Work with various teams to enhance operations and procedures, ensuring efficiency and compliance with industry standards.
9. Contribute to the development and execution of account management strategies aimed at improving customer retention and satisfaction.

Qualifications:
1. Minimum of 2 years of experience in a similar position within the finance sector.
2. Proven background in insurance, financial services, property, casualty, operations, procedures, coverages, underwriting, customer service, proposals, applications, renewals, policy binders, certificates, and account management.
3. Familiarity with life, health, and benefits is advantageous.
4. Outstanding customer service skills, with a talent for building and maintaining positive client relationships.
5. Strong analytical abilities, with the capacity to interpret complex financial information.
6. Excellent written and verbal communication skills.
7. Strong organizational skills, capable of managing multiple tasks and deadlines effectively.
8. Proficient in financial software and digital tools.
9. A bachelor's degree in finance, business administration, or a related field is preferred. Relevant certifications in insurance or financial services would be beneficial.



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