Insurance Account Manager

1 week ago


Rochester, New York, United States Next Insurance Full time
Job Summary

Next Insurance is seeking a highly motivated and experienced Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for managing a premier Property & Casualty Book of Business, delivering an exceptional client experience, and achieving revenue targets through account retention.

Key Responsibilities
  • Meet specific client retention goals for assigned book of business
  • Utilize knowledge of carrier and State underwriting guidelines to identify cross-sell, consolidations, and referral opportunities for existing customers
  • Initiate consultative calls to clients to assess underwriting exposure prior to policy renewal or to assist with requesting quotes for new coverage for those with gaps or non-renewals
  • Provide creative plan designs to clients from current and alternate carriers during each client renewal or as requested by clients off cycle
  • Maintain and foster customer relationships, including carriers, payroll bureaus/partners, State Funds, alternative markets, to ensure prompt and efficient service to their assigned book of business
  • Meet and/or exceed established productivity and quality standards
  • Assist in the establishment of policies and implement all policies and procedures relating to the workflow of the assigned team to ensure timely and accurate service
  • Research and propose enhancements to existing products' operational processes to create efficiencies and maintain individual service standards
  • Partner with internal departments to facilitate seamless transactions between client carrier and Next
  • Develop and maintain expert knowledge of industry trends, product offerings, and legislative and compliance changes
Requirements
  • 3+ years of customer service or account management experience in the commercial insurance industry
  • Property and Casualty Insurance License required
  • Self-motivated individual to go above and beyond
  • Strong communication and presentation skills
  • Willingness to learn multiple systems
  • Ability to multitask in a fast-paced environment
  • BA/BS required
Unstoppable Qualities
  • Familiarity with EPIC, Zendesk, Salesforce, or similar applications
  • Experience working in the insurance industry and/or a customer contact center is a plus
  • Personal standard for excellence: Strong process orientation and interest in finding process improvements
  • Fearlessness and adaptability in a fast-moving, ever-changing environment and ability to work on multiple tasks at once


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