Insurance Account Manager
4 weeks ago
Job Summary:
CRC Group is seeking an experienced Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for providing support to Brokers, Underwriters, and Team Leaders regarding all policies and/or key accounts.
Key Responsibilities:
- Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.
- Negotiate terms with the underwriters, including price, deductible, enhancement, and exclusions.
- Select carriers to approach with accounts.
- Assist and/or provide quotations for new business, renewals, and endorsements through managing all company correspondence in a timely manner.
- Prepare recommendations for agents showing fact information regarding best coverage information.
- Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
- Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
- Acquire confirmations from retailers when accounts are bound.
- Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
- Prepare company profiles and research analysis for client visits.
- Provide directions and supervision to team as requested by Broker.
- Maintain good working relationship with current agents and other co-workers.
- Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews, and/or formal continuing education.
Requirements:
- College degree or equivalent experience.
- Three years of wholesale insurance experience or its equivalent.
- Experience with specific account handling and marketing.
- Current state-specific insurance license.
- Substantial knowledge of insurance and insurance processes.
- Ability to review information, make decisions, and manage time effectively with minimal to no supervision.
- Ability to plan, organize, and manage multiple priorities.
- Excellent verbal, written, and presentation skills.
- Ability to deal with confidential matters appropriately.
- Possess strong interpersonal skills.
- Ability to work extended hours as needed.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Ability to travel, occasionally overnight.
Benefits:
CRC Group offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
Equal Opportunity Employer:
CRC Group is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
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