Insurance Account Manager
7 days ago
Taylor & Associates Insurance LLC is a reputable insurance agency dedicated to providing exceptional service to our clients.
Salary$60,000 - $80,000 per year, depending on experience.
Job DescriptionKey Responsibilities- Provide outstanding customer service to existing clients, responding promptly to inquiries and maintaining accurate records.
- Respond to new or existing insurance policy-related calls and correspondence, handling claims and providing documentation as needed.
- Work with new clients or support producers in understanding their needs, gathering data, researching policy options, presenting options, finalizing coverage, canceling old policies, and negotiating with carriers when necessary.
- Set appointments and/or client calls to review existing policies, liability limits, and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Collaborate with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- A minimum of two years of personal lines insurance account management experience, along with a Bachelor's Degree or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Show a strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
- Competitive Pay: We offer a competitive salary based on experience.
- Professional Development: Our agency provides opportunities for professional growth and development.
- Job Stability in a Growing Industry: With a stable company in a growing industry, you can enjoy long-term job security.
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