Insurance Account Manager
2 days ago
We are seeking a highly skilled and experienced Commercial & Personal Lines Account Manager to join our team at GTM payroll & HR. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and building strong relationships with our partners.
Key Responsibilities- Provide accurate and timely communication to clients through verbal and written communication.
- Inform and educate clients about coverage, exclusions, and exposures, documenting files accordingly.
- Handle cancellations and take proactive steps to save accounts, if possible.
- Prepare proposals and applications and submit to carriers; follow up to ensure timely responses.
- Assist clients in making appropriate coverage changes; inform and educate clients about coverages, exclusions, exposures, and audits and document in client's file.
- Market, renew, and re-market policies for new or existing accounts as needed in conjunction with agency standards.
- Accurately and consistently maintain client files, document conversations, send confirmations to clients, and adhere to all automation procedures.
- Attend prospect or client meetings.
- Order and issue binders, certificates, policies, endorsements, and verify accuracy before forwarding to client with appropriate correspondence.
- Review policy audits for accuracy and facilitate corrections, as needed, between client and carrier.
- Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
- 2 or more years of experience as an Insurance Account Manager.
- Currently hold a Property & Casualty Producer license.
- Associates degree in business or related field.
- Keeping informed regarding industry information and new product information.
- Thinking creatively and offering ideas to enhance the client experience.
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