Insurance Account Manager
2 weeks ago
This role involves managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention. The ideal candidate will provide personalized service, handle renewals, process policy changes, and advise clients on the best insurance products to meet their needs.
Key Responsibilities:- Client Service and Relationship Management: Build and maintain strong relationships with clients to ensure their needs are met and exceeded.
- Policy Management: Handle new business, renewals, and policy changes efficiently, ensuring accuracy and compliance.
- Sales and Cross-Selling: Identify opportunities for cross-selling and up-selling additional insurance products and services.
- Claims Assistance: Assist clients with the claims process, providing guidance and support from initial filing to resolution.
- Compliance and Risk Management: Stay current on industry trends, insurance regulations, and company policies, conducting risk assessments and providing recommendations to clients.
Requirements:
- Bachelor's degree preferred.
- Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role.
- Proven track record of client relationship management and retention.
- Strong knowledge of personal lines insurance products and coverage options.
- Detail-oriented with strong organizational and time management abilities.
- Proficient in insurance management software and Microsoft Office Suite.
- Sales-oriented mindset with the ability to identify and capitalize on opportunities.
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