Insurance Account Manager

2 weeks ago

Alpharetta, Georgia, United States Ash Group Full time
About the Role

We are seeking a highly skilled Insurance Property and Casualty Account Associate to join our team at Ash Group. As an Account Associate, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries and concerns in a timely and professional manner.

Key Responsibilities
  • Provide service to existing clients related to updating policies, providing quotes, taking payments, and answering questions.
  • Answer customer calls and correspondence regarding new or existing insurance policies.
  • Work with new clients or support a producer to understand client needs, gather necessary data, research policy options, present options, finalize and bind new coverage, and negotiate with carriers when necessary.
  • Confer with customers to provide detailed information about products and services.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, provide expertise, answer questions, and participate in formal and informal meetings as needed.
Requirements
  • Possess insurance license required by your state, and have Property and Casualty lines insurance account management experience.
  • Two or more years experience preferred.
  • 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.
  • Demonstrate 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.
About Us

Ash Group is a locally owned and operated independent insurance agency. We are committed to providing exceptional service to our clients and building long-term relationships with them. If you are a motivated and customer-focused individual who is passionate about delivering outstanding results, we encourage you to apply for this exciting opportunity.

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