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Insurance Account Manager
2 months ago
We are seeking a highly skilled Personal Insurance Account Manager to join our team at Bankers Insurance. As a key member of our team, you will be responsible for providing exceptional client service and risk management support to our clients.
Key Responsibilities- Provide No Excuse Client Service to assigned accounts, ensuring timely and professional resolution of issues related to billing, policy changes, and coverage questions.
- Perform renewal review process in accordance with client tiers, agency standards, and workflows, identifying opportunities for sales growth and account retention.
- Responsible for sales of personal insurance products to existing clients, leveraging your knowledge of insurance products and services to meet client needs.
- Maintain accurate and up-to-date client files on our computer system, utilizing our agency's proper level of communication to build effective relationships with clients and companies.
- Stay informed on company websites, rates, forms, and coverage changes through regular email updates and webinars, ensuring seamless quoting, policy changes, and cancellations.
- Participate in ongoing training and professional development to maintain required licenses and enhance your knowledge, skills, and leadership abilities.
- Proficient in Microsoft Office Suite.
- Two years of consistent employment in a customer service capacity.
- High School Diploma; College Degree preferred.
- Property and Casualty license or obtain within 90 days of employment.
- Insurance designation or working toward insurance designation (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.
