Insurance Account Manager
2 weeks ago
Key Responsibilities
- Establish and maintain strong relationships with clients, potential clients, and companies we represent through phone, email, and written communication.
- Support teammates by following up with clients and prospects, and assist with research and resolution of coverage questions.
- Promptly respond to client needs via phone or electronically, and maintain accurate client files and process routine correspondence.
- Review and prioritize all insureds' requests for service, and submit information to insurance companies in a timely manner.
- Process all monied transactions on the day they are received, and review and process underwriting memos daily.
- Cultivate new opportunities and offer additional lines of insurance through consultative selling.
Requirements
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Excellent problem-solving and analytical skills.
- Proficiency in software programs and technology.
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