Insurance Account Manager
1 week ago
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
- 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
- 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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