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Senior Insurance Account Manager

4 weeks ago

Clive, Iowa, United States Combined Agents of America Full time
Job Summary

The Senior Personal Lines Account Manager is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Key Responsibilities

Conduct client calls or send emails to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Requirements

Hold a Personal Lines insurance license required by your state and have a minimum of three years personal lines insurance account management experience as well as 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.
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.

What We Offer

Competitive Pay & Benefits including 401K, Flex Plans, PTO and VTO.
Professional Development opportunities.
Job Stability in a growing industry.

Compensation

$50,000.00 per year