Insurance Account Manager

2 days ago


Salt Point, New York, United States Marshall & Sterling Inc Full time
Job Summary

We are seeking a highly skilled and motivated Insurance Account Manager to join our team at Marshall & Sterling Inc. As an Insurance Account Manager, you will be responsible for managing designated accounts and providing exceptional customer service to our clients.

Key Responsibilities
  • Manage service timelines for designated accounts and coordinate with clients and Sales Executives to ensure timely completion of services.
  • Proactively contact clients to set up appointments and coordinate stages of the timeline.
  • Be proficient with all value-added tools and resources to provide efficient and effective service.
  • Manage the renewal process and utilize Image Right to save documentation and maintain tasks.
  • Work closely with clients to maintain and build relationships, conduct Open Enrollment and Client meetings, and review applications and policies for accuracy.
  • Prepare account summaries and deliver policies and related documents to insured as needed.
  • Stay up-to-date on rates, forms, and coverage changes through circulars, bulletins, trade publications, seminars, and schools offered.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service and adhere to established employee manual policies and guidelines.
Requirements
  • College degree preferred, high school diploma or equivalent required.
  • Pursuing or already have an insurance-related designation.
  • Experience and knowledge of Microsoft Office programs.
  • Knowledge of group benefits and products is essential.
  • Appropriate state insurance licenses and continuing education required.
  • Valid driver's license and acceptable driving record.
What We Offer

We offer a competitive salary range of $60,000 to $100,000, negotiable and based on commission. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

We are an equal opportunity employer and welcome applications from all qualified candidates. We are committed to creating a diverse and inclusive work environment and are proud to be an employer of choice for people with disabilities.



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