Insurance Account Manager
9 hours ago
We are seeking a highly skilled Insurance Account Manager to join our team at Novatae Risk Group. As an Insurance Account Manager, you will be responsible for overseeing a portfolio of clients, building strong relationships, and developing client accounts.
Key Responsibilities- Manage client service needs, including endorsement requests, proofs of insurance, cancellation requests, and client/carrier correspondence.
- Interact with clients to discuss needs, assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
- Process renewals following agency procedures and remarket accounts identified for renewal marketing.
- Provide quotes to existing clients for additional lines of business as needed and process all account transactions in a timely and accurate manner.
- Follow agency credit and collection procedures in invoicing and pursuing prompt payments.
- Manage cancellation processes according to agency standards, addressing both carrier and client requests.
- Property & Casualty license is required.
- Minimum of 2 years of previous P&C wholesale insurance experience.
- Proficient in basic computer skills, such as Microsoft Office and agency management software.
- Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
- Skilled in developing excellent inter-personal and client relations, producing effective verbal and written communication, and active listening with strong attention to detail.
- Ability to work independently, applying knowledge and experience to achieve outstanding results.
- Team player with a strong work ethic and positive attitude.
- Manages client service needs, including endorsement requests, proofs of insurance, cancellation requests, and client/carrier correspondence.
- Interacts with clients to discuss needs, assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
- Processes renewals following agency procedures and remarkets accounts identified for renewal marketing.
- Provides quotes to existing clients for additional lines of business as needed and processes all account transactions in a timely and accurate manner.
- Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
- Manages cancellation processes according to agency standards, addressing both carrier and client requests.
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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