Insurance Account Manager
1 week ago
We are seeking a highly skilled and detail-oriented Account Manager to join our team at Adams Insurance Advisors.
The ideal candidate will have excellent customer service skills, both in person and over the phone, and be able to work closely with a team as well as independently.
Key Responsibilities
- Identify existing customer needs and provide recommendations to meet those needs.
- Handle customer inquiries and resolve issues in a professional and timely manner.
- Work with the marketing team to input new policy information into our automation system and coordinate with production staff to deliver policies to customers.
- Maintain accurate and up-to-date client files within our system.
- Communicate with customers regarding changes to their coverage and handle policy endorsements with the carrier.
- Manage binders, certificates of insurance, audits, and aged receivables in accordance with agency guidelines.
- Prepare agency invoices and collect payments according to our collection policy.
- Assist customers with claim questions throughout the claim process.
Requirements
To be successful in this role, you will need:
- Excellent customer service skills.
- Ability to work independently and as part of a team.
- Strong communication and problem-solving skills.
- Attention to detail and ability to multitask.
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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